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Patriot Financial Group Insurance Agency’s Lincoln Electric LECO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-81
Closed -$8K – 953
2017
Q3 		$8K Buy
81
+58
+252% +$5.18K 0.01% 602
2017
Q2 		$2K Buy
+23
New +$2.07K ﹤0.01% 838

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LECO Position: Q4 2017 in Review

Patriot Financial Group Insurance Agency sold out of Lincoln Electric (LECO) in Q4 2017, closing a stake of 81 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in LECO in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 346 funds tracked by Wall St. Rank hold LECO as of Q4 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Lincoln Electric position as of Q4 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 81 Lincoln Electric shares in Q4 2017, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Lincoln Electric in Q2 2017 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Lincoln Electric position peaked at $8K in Q3 2017.
  • 346 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2017, filed 14 Feb 2018.