WIA
LTBR icon

World Investment Advisors’s Lightbridge LTBR Stock Holding History

World Investment Advisors’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,000
Closed -$42K – 160
2019
Q2 		$42K Buy
5,000
+2,500
+100% +$24.9K 0.02% 145
2019
Q1 		$17K Sell
2,500
-3,333
-57% -$25.2K 0.01% 128
2018
Q4 		$43K Buy
+5,833
New +$56.5K 0.02% 155

Other funds holding LTBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

World Investment Advisors's LTBR Position: Q3 2019 in Review

World Investment Advisors sold out of Lightbridge (LTBR) in Q3 2019, closing a stake of 5,000 shares — an estimated $42K sold.

World Investment Advisors first reported a position in LTBR in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q4 2018. 20 funds tracked by Wall St. Rank hold LTBR as of Q3 2019.

  • World Investment Advisors reported no remaining Lightbridge position as of Q3 2019 after selling out during the quarter.
  • World Investment Advisors sold 5,000 Lightbridge shares in Q3 2019, an estimated $42K.
  • World Investment Advisors first reported a position in Lightbridge in Q4 2018 and held it in 3 quarters.
  • World Investment Advisors's Lightbridge position peaked at $43K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Lightbridge as of Q3 2019.

Based on World Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.