MA
LSBG

MUFG Americas’s Lake Sunapee Bank Group LSBG Stock Holding History

MUFG Americas’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
Q2 		– Sell
-370
Closed -$5K – 1247
2016
Q1 		$5K Sell
370
-260
-41% -$3.65K ﹤0.01% 970
2015
Q4 		$9K Hold
630
– – ﹤0.01% 860
2015
Q3 		$9K Buy
630
+50
+9% +$736 ﹤0.01% 896
2015
Q2 		$8K Hold
580
– – ﹤0.01% 910
2015
Q1 		$9K Buy
580
+120
+26% +$1.84K ﹤0.01% 946
2014
Q4 		$7K Buy
460
+180
+64% +$2.79K ﹤0.01% 1054
2014
Q3 		$4K Buy
+280
New +$4.21K ﹤0.01% 1140

Other funds holding LSBG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

MUFG Americas's LSBG Position: Q2 2016 in Review

MUFG Americas sold out of Lake Sunapee Bank Group (LSBG) in Q2 2016, closing a stake of 370 shares — an estimated $5K sold.

MUFG Americas first reported a position in LSBG in Q3 2014 and held it in 7 quarters. The position peaked at $9K in Q4 2015. 58 funds tracked by Wall St. Rank hold LSBG as of Q2 2016.

  • MUFG Americas reported no remaining Lake Sunapee Bank Group position as of Q2 2016 after selling out during the quarter.
  • MUFG Americas sold 370 Lake Sunapee Bank Group shares in Q2 2016, an estimated $5K.
  • MUFG Americas first reported a position in Lake Sunapee Bank Group in Q3 2014 and held it in 7 quarters.
  • MUFG Americas's Lake Sunapee Bank Group position peaked at $9K in Q4 2015.
  • 58 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q2 2016.

Based on MUFG Americas's 13F filing for Q2 2016, filed 8 Aug 2016.