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Vontobel Swiss Wealth Advisors’s LG Display LPL Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,100
Closed -$17K – 82
2014
Q4 		$17K Buy
+1,100
New +$16.9K 0.01% 95

Other funds holding LPL

Dimensional Fund Advisors
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's LPL Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of LG Display (LPL) in Q1 2015, closing a stake of 1,100 shares — an estimated $17K sold.

Vontobel Swiss Wealth Advisors first reported a position in LPL in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 101 funds tracked by Wall St. Rank hold LPL as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining LG Display position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,100 LG Display shares in Q1 2015, an estimated $17K.
  • Vontobel Swiss Wealth Advisors first reported a position in LG Display in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's LG Display position peaked at $17K in Q4 2014.
  • 101 funds tracked by Wall St. Rank held LG Display as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.