NC
LDL

NewSquare Capital’s Lydall, Inc. LDL Stock Holding History

NewSquare Capital’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
2016
Q4 		– Sell
-48
Closed -$2K – 480
2016
Q3 		$2K Buy
+48
New +$2.25K ﹤0.01% 462

Other funds holding LDL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

NewSquare Capital's LDL Position: Q4 2016 in Review

NewSquare Capital sold out of Lydall, Inc. (LDL) in Q4 2016, closing a stake of 48 shares — an estimated $2K sold.

NewSquare Capital first reported a position in LDL in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 178 funds tracked by Wall St. Rank hold LDL as of Q4 2016.

  • NewSquare Capital reported no remaining Lydall, Inc. position as of Q4 2016 after selling out during the quarter.
  • NewSquare Capital sold 48 Lydall, Inc. shares in Q4 2016, an estimated $2K.
  • NewSquare Capital first reported a position in Lydall, Inc. in Q3 2016 and held it in 1 quarter.
  • NewSquare Capital's Lydall, Inc. position peaked at $2K in Q3 2016.
  • 178 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.