New England Private Wealth Advisors’s Lake Sunapee Bank Group LSBG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-13,985
Closed -$330K 139
2016
Q4
$330K Hold
13,985
0.11% 90
2016
Q3
$253K Hold
13,985
0.09% 103
2016
Q2
$239K Hold
13,985
0.09% 101
2016
Q1
$196K Hold
13,985
0.08% 113
2015
Q4
$196K Hold
13,985
0.08% 116
2015
Q3
$203K Hold
13,985
0.09% 103
2015
Q2
$202K Hold
13,985
0.08% 104
2015
Q1
$219K Hold
13,985
0.09% 96
2014
Q4
$215K Hold
13,985
0.08% 97
2014
Q3
$218K Hold
13,985
0.09% 92
2014
Q2
$213K Hold
13,985
0.09% 100
2014
Q1
$207K Hold
13,985
0.09% 95
2013
Q4
$213K Hold
13,985
0.1% 87
2013
Q3
$189K Buy
+13,985
New +$195K 0.1% 72

New England Private Wealth Advisors's LSBG Position: Q1 2017 in Review

New England Private Wealth Advisors sold out of Lake Sunapee Bank Group (LSBG) in Q1 2017, closing a stake of 13,985 shares — an estimated $330K sold.

New England Private Wealth Advisors first reported a position in LSBG in Q3 2013 and held it in 14 quarters. The position peaked at $330K in Q4 2016. 0 funds tracked by Wall St. Rank hold LSBG as of Q1 2017.

  • New England Private Wealth Advisors reported no remaining Lake Sunapee Bank Group position as of Q1 2017 after selling out during the quarter.
  • New England Private Wealth Advisors sold 13,985 Lake Sunapee Bank Group shares in Q1 2017, an estimated $330K.
  • New England Private Wealth Advisors first reported a position in Lake Sunapee Bank Group in Q3 2013 and held it in 14 quarters.
  • New England Private Wealth Advisors's Lake Sunapee Bank Group position peaked at $330K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q1 2017.

Based on New England Private Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.