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LBA Wealth Management’s Balchem Corp BCPC Stock Holding History

LBA Wealth Management’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-309
Closed -$17K – 402
2014
Q3 		$17K Buy
+309
New +$16.5K 0.01% 253

Other funds holding BCPC

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

LBA Wealth Management sold out of Balchem Corp (BCPC) in Q4 2014, closing a stake of 309 shares — an estimated $17K sold.

LBA Wealth Management first reported a position in BCPC in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 166 funds tracked by Wall St. Rank hold BCPC as of Q4 2014.

  • LBA Wealth Management reported no remaining Balchem Corp position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 309 Balchem Corp shares in Q4 2014, an estimated $17K.
  • LBA Wealth Management first reported a position in Balchem Corp in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Balchem Corp position peaked at $17K in Q3 2014.
  • 166 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2014.

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