MWM
LEAF

MorganRosel Wealth Management’s Leaf Group Ltd. LEAF Stock Holding History

MorganRosel Wealth Management’s Portfolio LEAF Stock Details LEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-135,450
Closed -$1.09M – 79
2019
Q1 		$1.09M Hold
135,450
– – 0.92% 20
2018
Q4 		$928K Buy
+135,450
New +$1.16M 0.96% 19

Other funds holding LEAF

OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

MorganRosel Wealth Management's LEAF Position: Q2 2019 in Review

MorganRosel Wealth Management sold out of Leaf Group Ltd. (LEAF) in Q2 2019, closing a stake of 135,450 shares — an estimated $1.09M sold.

MorganRosel Wealth Management first reported a position in LEAF in Q4 2018 and held it in 2 quarters. The position peaked at $1.09M in Q1 2019. 60 funds tracked by Wall St. Rank hold LEAF as of Q2 2019.

  • MorganRosel Wealth Management reported no remaining Leaf Group Ltd. position as of Q2 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 135,450 Leaf Group Ltd. shares in Q2 2019, an estimated $1.09M.
  • MorganRosel Wealth Management first reported a position in Leaf Group Ltd. in Q4 2018 and held it in 2 quarters.
  • MorganRosel Wealth Management's Leaf Group Ltd. position peaked at $1.09M in Q1 2019.
  • 60 funds tracked by Wall St. Rank held Leaf Group Ltd. as of Q2 2019.

Based on MorganRosel Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.