Motley Fool Asset Management’s Lake Sunapee Bank Group LSBG Stock Holding History

Motley Fool Asset Management’s Portfolio LSBG Stock Details LSBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-30,698	Closed	-$431K	–	78
2015 Q4	$431K	Sell	30,698 -102,509	-77%	-$1.45M	0.09%	75
2015 Q3	$1.94M	Hold	133,207	–	–	0.38%	73
2015 Q2	$1.92M	Hold	133,207	–	–	0.34%	75
2015 Q1	$2.08M	Buy	133,207 +1,231	+0.9%	+$18.9K	0.37%	70
2014 Q4	$2.06M	Buy	131,976 +19,423	+17%	+$301K	0.39%	68
2014 Q3	$1.8M	Buy	112,553 +54,959	+95%	+$826K	0.37%	67
2014 Q2	$877K	Hold	57,594	–	–	0.19%	79
2014 Q1	$851K	Hold	57,594	–	–	0.2%	79
2013 Q4	$878K	Hold	57,594	–	–	0.22%	74
2013 Q3	$779K	Buy	57,594 +4,144	+8%	+$57.9K	0.23%	73
2013 Q2	$765K	Buy	+53,450	New	+$710K	0.28%	66

Other funds holding LSBG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Motley Fool Asset Management's LSBG Position: Q1 2016 in Review

Motley Fool Asset Management sold out of Lake Sunapee Bank Group (LSBG) in Q1 2016, closing a stake of 30,698 shares — an estimated $431K sold.

Motley Fool Asset Management first reported a position in LSBG in Q2 2013 and held it in 11 quarters. The position peaked at $2.08M in Q1 2015. 39 funds tracked by Wall St. Rank hold LSBG as of Q1 2016.

Motley Fool Asset Management reported no remaining Lake Sunapee Bank Group position as of Q1 2016 after selling out during the quarter.
Motley Fool Asset Management sold 30,698 Lake Sunapee Bank Group shares in Q1 2016, an estimated $431K.
Motley Fool Asset Management first reported a position in Lake Sunapee Bank Group in Q2 2013 and held it in 11 quarters.
Motley Fool Asset Management's Lake Sunapee Bank Group position peaked at $2.08M in Q1 2015.
39 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q1 2016.

Based on Motley Fool Asset Management's 13F filing for Q1 2016, filed 5 May 2016.