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LBA Wealth Management’s Artisan Partners APAM Stock Holding History

LBA Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-113
Closed -$6K – 297
2014
Q3 		$6K Buy
+113
New +$6.1K ﹤0.01% 316

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

LBA Wealth Management sold out of Artisan Partners (APAM) in Q4 2014, closing a stake of 113 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in APAM in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 143 funds tracked by Wall St. Rank hold APAM as of Q4 2014.

  • LBA Wealth Management reported no remaining Artisan Partners position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 113 Artisan Partners shares in Q4 2014, an estimated $6K.
  • LBA Wealth Management first reported a position in Artisan Partners in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Artisan Partners position peaked at $6K in Q3 2014.
  • 143 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2014.

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