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Wealthspire Advisors (Maryland)’s Limbach Holdings LMB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-260
Closed -$1K – 2536
2018
Q4 		$1K Buy
+260
New +$1.91K ﹤0.01% 2290

Other funds holding LMB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $60.9M AUM 2.64% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LMB Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Limbach Holdings (LMB) in Q1 2019, closing a stake of 260 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in LMB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 20 funds tracked by Wall St. Rank hold LMB as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Limbach Holdings position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 260 Limbach Holdings shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Limbach Holdings in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Limbach Holdings position peaked at $1K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.