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Raymond James Financial Services Advisors’s Lake Shore Bancorp LSBK Stock Holding History

Raymond James Financial Services Advisors’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,374
Closed -$155K – 2887
2019
Q2 		$155K Hold
10,374
– – ﹤0.01% 2600
2019
Q1 		$164K Hold
10,374
– – ﹤0.01% 2545
2018
Q4 		$154K Hold
10,374
– – ﹤0.01% 2329
2018
Q3 		$171K Buy
+10,374
New +$178K ﹤0.01% 2572

Other funds holding LSBK

SV
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APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial Services Advisors's LSBK Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of Lake Shore Bancorp (LSBK) in Q3 2019, closing a stake of 10,374 shares — an estimated $155K sold.

Raymond James Financial Services Advisors first reported a position in LSBK in Q3 2018 and held it in 4 quarters. The position peaked at $171K in Q3 2018. 13 funds tracked by Wall St. Rank hold LSBK as of Q3 2019.

  • Raymond James Financial Services Advisors reported no remaining Lake Shore Bancorp position as of Q3 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,374 Lake Shore Bancorp shares in Q3 2019, an estimated $155K.
  • Raymond James Financial Services Advisors first reported a position in Lake Shore Bancorp in Q3 2018 and held it in 4 quarters.
  • Raymond James Financial Services Advisors's Lake Shore Bancorp position peaked at $171K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.