WAM
LDL

Wealthspire Advisors (Maryland)’s Lydall, Inc. LDL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-116
Closed -$3K – 2330
2019
Q1 		$3K Hold
116
– – ﹤0.01% 2087
2018
Q4 		$2K Buy
116
+47
+68% +$1.28K ﹤0.01% 2176
2018
Q3 		$3K Buy
69
+6
+10% +$259 ﹤0.01% 2100
2018
Q2 		$3K Sell
63
-8
-11% -$350 ﹤0.01% 2085
2018
Q1 		$3K Sell
71
-3
-4% -$144 ﹤0.01% 2094
2017
Q4 		$4K Buy
74
+63
+573% +$3.45K ﹤0.01% 1943
2017
Q3 		$1K Buy
+11
New +$549 ﹤0.01% 2179

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wealthspire Advisors (Maryland)'s LDL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lydall, Inc. (LDL) in Q2 2019, closing a stake of 116 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in LDL in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 130 funds tracked by Wall St. Rank hold LDL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Lydall, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 116 Lydall, Inc. shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Lydall, Inc. in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Lydall, Inc. position peaked at $4K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.