PWLP
LLTC

Prio Wealth Limited Partnership’s Linear Technology Corp LLTC Stock Holding History

Prio Wealth Limited Partnership’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
-3,820
Closed -$238K – 248
2016
Q4 		$238K Hold
3,820
– – 0.01% 225
2016
Q3 		$226K Buy
+3,820
New +$214K 0.01% 231

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Prio Wealth Limited Partnership's LLTC Position: Q1 2017 in Review

Prio Wealth Limited Partnership sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 3,820 shares — an estimated $238K sold.

Prio Wealth Limited Partnership first reported a position in LLTC in Q3 2016 and held it in 2 quarters. The position peaked at $238K in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Prio Wealth Limited Partnership reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 3,820 Linear Technology Corp shares in Q1 2017, an estimated $238K.
  • Prio Wealth Limited Partnership first reported a position in Linear Technology Corp in Q3 2016 and held it in 2 quarters.
  • Prio Wealth Limited Partnership's Linear Technology Corp position peaked at $238K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2017, filed 21 Apr 2017.