SFA
LLTC

Sequoia Financial Advisors’s Linear Technology Corp LLTC Stock Holding History

Sequoia Financial Advisors’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
2015
Q1 		– Sell
-6,398
Closed -$292K – 195
2014
Q4 		$292K Hold
6,398
– – 0.2% 109
2014
Q3 		$284K Sell
6,398
-2,745
-30% -$125K 0.2% 116
2014
Q2 		$430K Buy
9,143
+430
+5% +$19.9K 0.33% 77
2014
Q1 		$424K Buy
8,713
+4,123
+90% +$190K 0.35% 78
2013
Q4 		$209K Buy
+4,590
New +$192K 0.17% 137

Other funds holding LLTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sequoia Financial Advisors's LLTC Position: Q1 2015 in Review

Sequoia Financial Advisors sold out of Linear Technology Corp (LLTC) in Q1 2015, closing a stake of 6,398 shares — an estimated $292K sold.

Sequoia Financial Advisors first reported a position in LLTC in Q4 2013 and held it in 5 quarters. The position peaked at $430K in Q2 2014. 478 funds tracked by Wall St. Rank hold LLTC as of Q1 2015.

  • Sequoia Financial Advisors reported no remaining Linear Technology Corp position as of Q1 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,398 Linear Technology Corp shares in Q1 2015, an estimated $292K.
  • Sequoia Financial Advisors first reported a position in Linear Technology Corp in Q4 2013 and held it in 5 quarters.
  • Sequoia Financial Advisors's Linear Technology Corp position peaked at $430K in Q2 2014.
  • 478 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2015.

Based on Sequoia Financial Advisors's 13F filing for Q1 2015, filed 5 May 2015.