ZIM
LSBG

ZPR Investment Management’s Lake Sunapee Bank Group LSBG Stock Holding History

ZPR Investment Management’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,910
Closed -$170K – 30
2014
Q3 		$170K Sell
10,910
-3,824
-26% -$57.5K 0.18% 28
2014
Q2 		$224K Buy
+14,734
New +$217K 0.21% 67

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ZPR Investment Management's LSBG Position: Q4 2014 in Review

ZPR Investment Management sold out of Lake Sunapee Bank Group (LSBG) in Q4 2014, closing a stake of 10,910 shares — an estimated $170K sold.

ZPR Investment Management first reported a position in LSBG in Q2 2014 and held it in 2 quarters. The position peaked at $224K in Q2 2014. 37 funds tracked by Wall St. Rank hold LSBG as of Q4 2014.

  • ZPR Investment Management reported no remaining Lake Sunapee Bank Group position as of Q4 2014 after selling out during the quarter.
  • ZPR Investment Management sold 10,910 Lake Sunapee Bank Group shares in Q4 2014, an estimated $170K.
  • ZPR Investment Management first reported a position in Lake Sunapee Bank Group in Q2 2014 and held it in 2 quarters.
  • ZPR Investment Management's Lake Sunapee Bank Group position peaked at $224K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q4 2014.

Based on ZPR Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.