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Scholtz & Company’s Lindblad Expeditions LIND Stock Holding History

Scholtz & Company’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-90,825
Closed -$972K – 67
2017
Q3 		$972K Buy
90,825
+43,762
+93% +$458K 0.76% 39
2017
Q2 		$494K Buy
+47,063
New +$445K 0.43% 47

Other funds holding LIND

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCGI
Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return

Scholtz & Company's LIND Position: Q4 2017 in Review

Scholtz & Company sold out of Lindblad Expeditions (LIND) in Q4 2017, closing a stake of 90,825 shares — an estimated $972K sold.

Scholtz & Company first reported a position in LIND in Q2 2017 and held it in 2 quarters. The position peaked at $972K in Q3 2017. 76 funds tracked by Wall St. Rank hold LIND as of Q4 2017.

  • Scholtz & Company reported no remaining Lindblad Expeditions position as of Q4 2017 after selling out during the quarter.
  • Scholtz & Company sold 90,825 Lindblad Expeditions shares in Q4 2017, an estimated $972K.
  • Scholtz & Company first reported a position in Lindblad Expeditions in Q2 2017 and held it in 2 quarters.
  • Scholtz & Company's Lindblad Expeditions position peaked at $972K in Q3 2017.
  • 76 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2017.

Based on Scholtz & Company's 13F filing for Q4 2017, filed 14 Feb 2018.