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Whitegate Investment Counselors’s Lincoln Electric LECO Stock Holding History

Whitegate Investment Counselors’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,525
Closed -$208K – 160
2016
Q2 		$208K Buy
+3,525
New +$212K 0.06% 146
2014
Q1 		$206K Buy
+3,525
New +$253K 0.06% 142

Other funds holding LECO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Whitegate Investment Counselors's LECO Position: Q3 2016 in Review

Whitegate Investment Counselors sold out of Lincoln Electric (LECO) in Q3 2016, closing a stake of 3,525 shares — an estimated $208K sold.

Whitegate Investment Counselors first reported a position in LECO in Q1 2014 and held it in 2 quarters. The position peaked at $208K in Q2 2016. 249 funds tracked by Wall St. Rank hold LECO as of Q3 2016.

  • Whitegate Investment Counselors reported no remaining Lincoln Electric position as of Q3 2016 after selling out during the quarter.
  • Whitegate Investment Counselors sold 3,525 Lincoln Electric shares in Q3 2016, an estimated $208K.
  • Whitegate Investment Counselors first reported a position in Lincoln Electric in Q1 2014 and held it in 2 quarters.
  • Whitegate Investment Counselors's Lincoln Electric position peaked at $208K in Q2 2016.
  • 249 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2016.

Based on Whitegate Investment Counselors's 13F filing for Q3 2016, filed 25 Oct 2016.