PMFA
LXFR icon

Plante Moran Financial Advisors’s Luxfer Holdings LXFR Stock Holding History

Plante Moran Financial Advisors’s Portfolio LXFR Stock Details LXFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-136
Closed -$1K – 960
2016
Q4 		$1K Sell
136
-42
-24% -$445 ﹤0.01% 919
2016
Q3 		$2K Hold
178
– – ﹤0.01% 840
2016
Q2 		$2K Hold
178
– – ﹤0.01% 798
2016
Q1 		$2K Buy
+178
New +$1.81K ﹤0.01% 729

Other funds holding LXFR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
GCM
Greywolf Capital Management Purchase, New York $67.3M AUM 100.05% 1-Year Est. Return

Plante Moran Financial Advisors's LXFR Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Luxfer Holdings (LXFR) in Q1 2017, closing a stake of 136 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in LXFR in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 60 funds tracked by Wall St. Rank hold LXFR as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Luxfer Holdings position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 136 Luxfer Holdings shares in Q1 2017, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Luxfer Holdings in Q1 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Luxfer Holdings position peaked at $2K in Q3 2016.
  • 60 funds tracked by Wall St. Rank held Luxfer Holdings as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.