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LBA Wealth Management’s Automatic Data Processing ADP Stock Holding History

LBA Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-210
Closed -$19K – 439
2016
Q3 		$19K Hold
210
– – 0.01% 261
2016
Q2 		$19K Hold
210
– – 0.01% 254
2016
Q1 		$19K Sell
210
-210
-50% -$17.6K 0.01% 247
2015
Q4 		$36K Hold
420
– – 0.02% 220
2015
Q3 		$34K Buy
+420
New +$33.6K 0.02% 195

Other funds holding ADP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LBA Wealth Management's ADP Position: Q4 2016 in Review

LBA Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2016, closing a stake of 210 shares — an estimated $19K sold.

LBA Wealth Management first reported a position in ADP in Q3 2015 and held it in 5 quarters. The position peaked at $36K in Q4 2015. 1,203 funds tracked by Wall St. Rank hold ADP as of Q4 2016.

  • LBA Wealth Management reported no remaining Automatic Data Processing position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 210 Automatic Data Processing shares in Q4 2016, an estimated $19K.
  • LBA Wealth Management first reported a position in Automatic Data Processing in Q3 2015 and held it in 5 quarters.
  • LBA Wealth Management's Automatic Data Processing position peaked at $36K in Q4 2015.
  • 1,203 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2016.

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