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Valley National Advisers’s LSI Industries LYTS Stock Holding History

Valley National Advisers’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
2017
Q4 		– Sell
-663
Closed -$4K – 699
2017
Q3 		$4K Hold
663
– – ﹤0.01% 495
2017
Q2 		$6K Hold
663
– – ﹤0.01% 461
2017
Q1 		$7K Sell
663
-425
-39% -$4.12K ﹤0.01% 449
2016
Q4 		$11K Hold
1,088
– – 0.01% 395
2016
Q3 		$12K Hold
1,088
– – 0.01% 358
2016
Q2 		$12K Sell
1,088
-468
-30% -$5.55K 0.01% 365
2016
Q1 		$18K Hold
1,556
– – 0.01% 317
2015
Q4 		$19K Hold
1,556
– – 0.01% 304
2015
Q3 		$13K Hold
1,556
– – 0.01% 344
2015
Q2 		$15K Hold
1,556
– – 0.01% 339
2015
Q1 		$13K Sell
1,556
-842
-35% -$6.21K 0.01% 354
2014
Q4 		$21K Buy
+2,398
New +$16K 0.02% 238

Other funds holding LYTS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Valley National Advisers's LYTS Position: Q4 2017 in Review

Valley National Advisers sold out of LSI Industries (LYTS) in Q4 2017, closing a stake of 663 shares — an estimated $4K sold.

Valley National Advisers first reported a position in LYTS in Q4 2014 and held it in 12 quarters. The position peaked at $21K in Q4 2014. 89 funds tracked by Wall St. Rank hold LYTS as of Q4 2017.

  • Valley National Advisers reported no remaining LSI Industries position as of Q4 2017 after selling out during the quarter.
  • Valley National Advisers sold 663 LSI Industries shares in Q4 2017, an estimated $4K.
  • Valley National Advisers first reported a position in LSI Industries in Q4 2014 and held it in 12 quarters.
  • Valley National Advisers's LSI Industries position peaked at $21K in Q4 2014.
  • 89 funds tracked by Wall St. Rank held LSI Industries as of Q4 2017.

Based on Valley National Advisers's 13F filing for Q4 2017, filed 13 Feb 2018.