WWMSC
LDL

Wagner Wealth Management (South Carolina)’s Lydall, Inc. LDL Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio LDL Stock Details LDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1K Hold
14
– – ﹤0.01% 678
2018
Q2 		$1K Hold
14
– – ﹤0.01% 649
2018
Q1 		$1K Buy
+14
New +$672 ﹤0.01% 608
2017
Q4 		– Hold
0
– – – 783

Other funds holding LDL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LDL Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Lydall, Inc. (LDL) position steady in Q3 2018 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Wagner Wealth Management (South Carolina) first reported a position in LDL in Q1 2018 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold LDL as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 14 shares of Lydall, Inc. worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Lydall, Inc. share count unchanged in Q3 2018.
  • Lydall, Inc. made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #678 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Lydall, Inc. in Q1 2018 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.