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Torch Wealth Management’s LSI Industries LYTS Stock Holding History

Torch Wealth Management’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-800
Closed -$6K – 183
2014
Q2 		$6K Hold
800
– – ﹤0.01% 247
2014
Q1 		$7K Hold
800
– – 0.01% 272
2013
Q4 		$7K Buy
+800
New +$7K 0.01% 242

Other funds holding LYTS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Torch Wealth Management's LYTS Position: Q3 2014 in Review

Torch Wealth Management sold out of LSI Industries (LYTS) in Q3 2014, closing a stake of 800 shares — an estimated $6K sold.

Torch Wealth Management first reported a position in LYTS in Q4 2013 and held it in 3 quarters. The position peaked at $7K in Q1 2014. 71 funds tracked by Wall St. Rank hold LYTS as of Q3 2014.

  • Torch Wealth Management reported no remaining LSI Industries position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 800 LSI Industries shares in Q3 2014, an estimated $6K.
  • Torch Wealth Management first reported a position in LSI Industries in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's LSI Industries position peaked at $7K in Q1 2014.
  • 71 funds tracked by Wall St. Rank held LSI Industries as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.