WAM
LLTC

Wealthspire Advisors (Maryland)’s Linear Technology Corp LLTC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-299
Closed -$19K – 2098
2016
Q4 		$19K Sell
299
-2
-0.7% -$122 ﹤0.01% 1041
2016
Q3 		$18K Sell
301
-3,240
-91% -$182K ﹤0.01% 1100
2016
Q2 		$165K Sell
3,541
-586
-14% -$26.8K 0.03% 415
2016
Q1 		$184K Sell
4,127
-127
-3% -$5.37K 0.03% 383
2015
Q4 		$181K Buy
+4,254
New +$187K 0.03% 386

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LLTC Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 299 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in LLTC in Q4 2015 and held it in 5 quarters. The position peaked at $184K in Q1 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 299 Linear Technology Corp shares in Q1 2017, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Linear Technology Corp in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Linear Technology Corp position peaked at $184K in Q1 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.