Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SCM
Sterneck Capital Management’s
Limoneira
LMNR
Stock Holding History
Sterneck Capital Management’s Portfolio
LMNR Stock Details
LMNR Fund Activity
Bought
Maintained
Sold
Shares
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
$10.1B AUM
42.88%
1-Year Est. Return
State of New Jersey Common Pension Fund D
Trenton, New Jersey
$25.9B AUM
26.38%
1-Year Est. Return
TA
Teton Advisors
Rye, New York
$142M AUM
42.07%
1-Year Est. Return
OCM
Otter Creek Management
West Palm Beach, Florida
$108M AUM
3.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich, Connecticut
$365M AUM
18.32%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close