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LBA Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

LBA Wealth Management’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-129
Closed -$6K – 292
2014
Q3 		$6K Buy
+129
New +$6.31K ﹤0.01% 315

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LBA Wealth Management's AIT Position: Q4 2014 in Review

LBA Wealth Management sold out of Applied Industrial Technologies (AIT) in Q4 2014, closing a stake of 129 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in AIT in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 171 funds tracked by Wall St. Rank hold AIT as of Q4 2014.

  • LBA Wealth Management reported no remaining Applied Industrial Technologies position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 129 Applied Industrial Technologies shares in Q4 2014, an estimated $6K.
  • LBA Wealth Management first reported a position in Applied Industrial Technologies in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Applied Industrial Technologies position peaked at $6K in Q3 2014.
  • 171 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.