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Sterneck Capital Management’s Limoneira LMNR Stock Holding History

Sterneck Capital Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-117,049
Closed -$2.57M – 126
2014
Q2 		$2.57M Sell
117,049
-8,130
-6% -$183K 1.5% 21
2014
Q1 		$2.84M Buy
125,179
+22,307
+22% +$504K 1.54% 23
2013
Q4 		$2.73M Buy
102,872
+18,950
+23% +$480K 1.66% 18
2013
Q3 		$2.15M Buy
83,922
+970
+1% +$21.8K 1.36% 25
2013
Q2 		$1.72M Buy
+82,952
New +$1.61M 1.09% 33

Other funds holding LMNR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
OCM
Otter Creek Management West Palm Beach, Florida $108M AUM 3.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterneck Capital Management's LMNR Position: Q3 2014 in Review

Sterneck Capital Management sold out of Limoneira (LMNR) in Q3 2014, closing a stake of 117,049 shares — an estimated $2.57M sold.

Sterneck Capital Management first reported a position in LMNR in Q2 2013 and held it in 5 quarters. The position peaked at $2.84M in Q1 2014. 67 funds tracked by Wall St. Rank hold LMNR as of Q3 2014.

  • Sterneck Capital Management reported no remaining Limoneira position as of Q3 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 117,049 Limoneira shares in Q3 2014, an estimated $2.57M.
  • Sterneck Capital Management first reported a position in Limoneira in Q2 2013 and held it in 5 quarters.
  • Sterneck Capital Management's Limoneira position peaked at $2.84M in Q1 2014.
  • 67 funds tracked by Wall St. Rank held Limoneira as of Q3 2014.

Based on Sterneck Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.