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NWAM LLC’s LGL Group LGL Stock Holding History

NWAM LLC’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-33,548
Closed -$1K – 277
2013
Q4 		$1K Buy
+33,548
New +$70K ﹤0.01% 178

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWAM LLC's LGL Position: Q1 2014 in Review

NWAM LLC sold out of LGL Group (LGL) in Q1 2014, closing a stake of 33,548 shares — an estimated $1K sold.

NWAM LLC first reported a position in LGL in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 8 funds tracked by Wall St. Rank hold LGL as of Q1 2014.

  • NWAM LLC reported no remaining LGL Group position as of Q1 2014 after selling out during the quarter.
  • NWAM LLC sold 33,548 LGL Group shares in Q1 2014, an estimated $1K.
  • NWAM LLC first reported a position in LGL Group in Q4 2013 and held it in 1 quarter.
  • NWAM LLC's LGL Group position peaked at $1K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held LGL Group as of Q1 2014.

Based on NWAM LLC's 13F filing for Q1 2014, filed 9 Sep 2016.