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Transamerica Financial Advisors’s Limoneira LMNR Stock Holding History

Transamerica Financial Advisors’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
2016
Q1 		– Sell
-750
Closed -$12K – 824
2015
Q4 		$12K Buy
750
+250
+50% +$4.03K ﹤0.01% 579
2015
Q3 		$9K Hold
500
– – ﹤0.01% 597
2015
Q2 		$12K Hold
500
– – ﹤0.01% 612
2015
Q1 		$11K Hold
500
– – ﹤0.01% 608
2014
Q4 		$13K Buy
+500
New +$12.5K ﹤0.01% 473

Other funds holding LMNR

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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Transamerica Financial Advisors's LMNR Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of Limoneira (LMNR) in Q1 2016, closing a stake of 750 shares — an estimated $12K sold.

Transamerica Financial Advisors first reported a position in LMNR in Q4 2014 and held it in 5 quarters. The position peaked at $13K in Q4 2014. 59 funds tracked by Wall St. Rank hold LMNR as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining Limoneira position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 750 Limoneira shares in Q1 2016, an estimated $12K.
  • Transamerica Financial Advisors first reported a position in Limoneira in Q4 2014 and held it in 5 quarters.
  • Transamerica Financial Advisors's Limoneira position peaked at $13K in Q4 2014.
  • 59 funds tracked by Wall St. Rank held Limoneira as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.