Westfield Capital Management
LIND icon

Westfield Capital Management’s Lindblad Expeditions LIND Stock Holding History

Westfield Capital Management’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50,800
Closed -$457K – 276
2016
Q3 		$457K Hold
50,800
– – ﹤0.01% 241
2016
Q2 		$489K Hold
50,800
– – ﹤0.01% 244
2016
Q1 		$505K Hold
50,800
– – ﹤0.01% 235
2015
Q4 		$564K Hold
50,800
– – ﹤0.01% 251
2015
Q3 		$496K Hold
50,800
– – ﹤0.01% 242
2015
Q2 		$536K Buy
+50,800
New +$556K ﹤0.01% 261

Other funds holding LIND

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TCGI
Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Westfield Capital Management's LIND Position: Q4 2016 in Review

Westfield Capital Management sold out of Lindblad Expeditions (LIND) in Q4 2016, closing a stake of 50,800 shares — an estimated $457K sold.

Westfield Capital Management first reported a position in LIND in Q2 2015 and held it in 6 quarters. The position peaked at $564K in Q4 2015. 70 funds tracked by Wall St. Rank hold LIND as of Q4 2016.

  • Westfield Capital Management reported no remaining Lindblad Expeditions position as of Q4 2016 after selling out during the quarter.
  • Westfield Capital Management sold 50,800 Lindblad Expeditions shares in Q4 2016, an estimated $457K.
  • Westfield Capital Management first reported a position in Lindblad Expeditions in Q2 2015 and held it in 6 quarters.
  • Westfield Capital Management's Lindblad Expeditions position peaked at $564K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2016.

Based on Westfield Capital Management's 13F filing for Q4 2016, filed 10 Feb 2017.