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Schwartz Investment Counsel’s LG Display LPL Stock Holding History

Schwartz Investment Counsel’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-33,000
Closed -$394K – 202
2013
Q3 		$394K Hold
33,000
– – 0.03% 184
2013
Q2 		$392K Buy
+33,000
New +$443K 0.04% 182

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Schwartz Investment Counsel's LPL Position: Q4 2013 in Review

Schwartz Investment Counsel sold out of LG Display (LPL) in Q4 2013, closing a stake of 33,000 shares — an estimated $394K sold.

Schwartz Investment Counsel first reported a position in LPL in Q2 2013 and held it in 2 quarters. The position peaked at $394K in Q3 2013. 79 funds tracked by Wall St. Rank hold LPL as of Q4 2013.

  • Schwartz Investment Counsel reported no remaining LG Display position as of Q4 2013 after selling out during the quarter.
  • Schwartz Investment Counsel sold 33,000 LG Display shares in Q4 2013, an estimated $394K.
  • Schwartz Investment Counsel first reported a position in LG Display in Q2 2013 and held it in 2 quarters.
  • Schwartz Investment Counsel's LG Display position peaked at $394K in Q3 2013.
  • 79 funds tracked by Wall St. Rank held LG Display as of Q4 2013.

Based on Schwartz Investment Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.