LWM
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LBA Wealth Management’s Bunge Global BG Stock Holding History

LBA Wealth Management’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-405
Closed -$36K – 342
2015
Q2 		$36K Buy
+405
New +$36K 0.02% 180

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

LBA Wealth Management's BG Position: Q3 2015 in Review

LBA Wealth Management sold out of Bunge Global (BG) in Q3 2015, closing a stake of 405 shares — an estimated $36K sold.

LBA Wealth Management first reported a position in BG in Q2 2015 and held it in 1 quarter. The position peaked at $36K in Q2 2015. 368 funds tracked by Wall St. Rank hold BG as of Q3 2015.

  • LBA Wealth Management reported no remaining Bunge Global position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 405 Bunge Global shares in Q3 2015, an estimated $36K.
  • LBA Wealth Management first reported a position in Bunge Global in Q2 2015 and held it in 1 quarter.
  • LBA Wealth Management's Bunge Global position peaked at $36K in Q2 2015.
  • 368 funds tracked by Wall St. Rank held Bunge Global as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.