OFW
LLTC

Omnia Family Wealth’s Linear Technology Corp LLTC Stock Holding History

Omnia Family Wealth’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-229
Closed -$14K – 802
2016
Q4 		$14K Buy
+229
New +$13.9K 0.01% 254

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Omnia Family Wealth's LLTC Position: Q1 2017 in Review

Omnia Family Wealth sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 229 shares — an estimated $14K sold.

Omnia Family Wealth first reported a position in LLTC in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Omnia Family Wealth reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 229 Linear Technology Corp shares in Q1 2017, an estimated $14K.
  • Omnia Family Wealth first reported a position in Linear Technology Corp in Q4 2016 and held it in 1 quarter.
  • Omnia Family Wealth's Linear Technology Corp position peaked at $14K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.