WCM
LDL

Wealthcare Capital Management’s Lydall, Inc. LDL Stock Holding History

Wealthcare Capital Management’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
2015
Q3 		– Sell
-80
Closed -$2K – 402
2015
Q2 		$2K Sell
80
-445
-85% -$12.9K ﹤0.01% 341
2015
Q1 		$17K Buy
+525
New +$16K ﹤0.01% 429

Other funds holding LDL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Wealthcare Capital Management's LDL Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Lydall, Inc. (LDL) in Q3 2015, closing a stake of 80 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in LDL in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q1 2015. 126 funds tracked by Wall St. Rank hold LDL as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Lydall, Inc. position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 80 Lydall, Inc. shares in Q3 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Lydall, Inc. in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Lydall, Inc. position peaked at $17K in Q1 2015.
  • 126 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.