MLL
ARG

Moody Lynn & Lieberson’s Airgas Inc ARG Stock Holding History

Moody Lynn & Lieberson’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,214
Closed -$998K – 199
2015
Q4 		$998K Buy
7,214
+4,037
+127% +$465K 0.16% 91
2015
Q3 		$284K Buy
3,177
+175
+6% +$17.3K 0.05% 147
2015
Q2 		$318K Sell
3,002
-527
-15% -$55K 0.05% 154
2015
Q1 		$374K Sell
3,529
-2,671
-43% -$303K 0.06% 128
2014
Q4 		$714K Sell
6,200
-322
-5% -$36.2K 0.1% 116
2014
Q3 		$722K Hold
6,522
– – 0.11% 110
2014
Q2 		$710K Sell
6,522
-32
-0.5% -$3.42K 0.1% 113
2014
Q1 		$698K Buy
6,554
+1,437
+28% +$154K 0.1% 118
2013
Q4 		$572K Buy
5,117
+344
+7% +$37.5K 0.08% 125
2013
Q3 		$506K Buy
4,773
+114
+2% +$11.7K 0.08% 123
2013
Q2 		$445K Buy
+4,659
New +$457K 0.08% 114

Other funds holding ARG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Moody Lynn & Lieberson's ARG Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of Airgas Inc (ARG) in Q1 2016, closing a stake of 7,214 shares — an estimated $998K sold.

Moody Lynn & Lieberson first reported a position in ARG in Q2 2013 and held it in 11 quarters. The position peaked at $998K in Q4 2015. 398 funds tracked by Wall St. Rank hold ARG as of Q1 2016.

  • Moody Lynn & Lieberson reported no remaining Airgas Inc position as of Q1 2016 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,214 Airgas Inc shares in Q1 2016, an estimated $998K.
  • Moody Lynn & Lieberson first reported a position in Airgas Inc in Q2 2013 and held it in 11 quarters.
  • Moody Lynn & Lieberson's Airgas Inc position peaked at $998K in Q4 2015.
  • 398 funds tracked by Wall St. Rank held Airgas Inc as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.