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Wood Investment Counsel’s LifeVantage LFVN Stock Holding History

Wood Investment Counsel’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,400
Closed -$90K – 83
2013
Q3 		$90K Hold
5,400
– – 0.02% 81
2013
Q2 		$88K Buy
+5,400
New +$86.7K 0.02% 83

Other funds holding LFVN

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wood Investment Counsel's LFVN Position: Q4 2013 in Review

Wood Investment Counsel sold out of LifeVantage (LFVN) in Q4 2013, closing a stake of 5,400 shares — an estimated $90K sold.

Wood Investment Counsel first reported a position in LFVN in Q2 2013 and held it in 2 quarters. The position peaked at $90K in Q3 2013. 75 funds tracked by Wall St. Rank hold LFVN as of Q4 2013.

  • Wood Investment Counsel reported no remaining LifeVantage position as of Q4 2013 after selling out during the quarter.
  • Wood Investment Counsel sold 5,400 LifeVantage shares in Q4 2013, an estimated $90K.
  • Wood Investment Counsel first reported a position in LifeVantage in Q2 2013 and held it in 2 quarters.
  • Wood Investment Counsel's LifeVantage position peaked at $90K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held LifeVantage as of Q4 2013.

Based on Wood Investment Counsel's 13F filing for Q4 2013, filed 4 Feb 2014.