MFS
LDL

MSI Financial Services’s Lydall, Inc. LDL Stock Holding History

MSI Financial Services’s Portfolio LDL Stock Details LDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-192
Closed -$5K – 4004
2015
Q3 		$5K Hold
192
– – ﹤0.01% 2435
2015
Q2 		$6K Sell
192
-54,788
-100% -$1.59M ﹤0.01% 2387
2015
Q1 		$1.74M Buy
54,980
+31,546
+135% +$963K 0.12% 192
2014
Q4 		$769K Buy
+23,434
New +$677K 0.08% 272

Other funds holding LDL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

MSI Financial Services's LDL Position: Q4 2015 in Review

MSI Financial Services sold out of Lydall, Inc. (LDL) in Q4 2015, closing a stake of 192 shares — an estimated $5K sold.

MSI Financial Services first reported a position in LDL in Q4 2014 and held it in 4 quarters. The position peaked at $1.74M in Q1 2015. 141 funds tracked by Wall St. Rank hold LDL as of Q4 2015.

  • MSI Financial Services reported no remaining Lydall, Inc. position as of Q4 2015 after selling out during the quarter.
  • MSI Financial Services sold 192 Lydall, Inc. shares in Q4 2015, an estimated $5K.
  • MSI Financial Services first reported a position in Lydall, Inc. in Q4 2014 and held it in 4 quarters.
  • MSI Financial Services's Lydall, Inc. position peaked at $1.74M in Q1 2015.
  • 141 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2015.

Based on MSI Financial Services's 13F filing for Q4 2015, filed 4 Feb 2016.