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Steward Partners Investment Advisory’s Limbach Holdings LMB Stock Holding History

Steward Partners Investment Advisory’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-17,276
Closed -$195K – 1549
2018
Q3 		$195K Buy
17,276
+5,521
+47% +$58.6K 0.01% 727
2018
Q2 		$139K Buy
11,755
+2,031
+21% +$24.7K 0.01% 748
2018
Q1 		$118K Buy
9,724
+878
+10% +$11.3K 0.01% 732
2017
Q4 		$122K Buy
8,846
+4,604
+109% +$61.6K 0.01% 610
2017
Q3 		$57K Buy
4,242
+3,167
+295% +$40.4K 0.01% 660
2017
Q2 		$12K Buy
+1,075
New +$13.7K ﹤0.01% 1000

Other funds holding LMB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return
AIM
Alambic Investment Management Belvedere, California $9.12M AUM 34.54% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $60.9M AUM 2.64% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return

Steward Partners Investment Advisory's LMB Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Limbach Holdings (LMB) in Q4 2018, closing a stake of 17,276 shares — an estimated $195K sold.

Steward Partners Investment Advisory first reported a position in LMB in Q2 2017 and held it in 6 quarters. The position peaked at $195K in Q3 2018. 23 funds tracked by Wall St. Rank hold LMB as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Limbach Holdings position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 17,276 Limbach Holdings shares in Q4 2018, an estimated $195K.
  • Steward Partners Investment Advisory first reported a position in Limbach Holdings in Q2 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Limbach Holdings position peaked at $195K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.