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LBA Wealth Management’s BGC Group BGC Stock Holding History

LBA Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,110
Closed -$18K – 445
2016
Q3 		$18K Hold
3,110
– – 0.01% 268
2016
Q2 		$17K Hold
3,110
– – 0.01% 263
2016
Q1 		$18K Buy
+3,110
New +$17.9K 0.01% 253

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LBA Wealth Management sold out of BGC Group (BGC) in Q4 2016, closing a stake of 3,110 shares — an estimated $18K sold.

LBA Wealth Management first reported a position in BGC in Q1 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2016. 207 funds tracked by Wall St. Rank hold BGC as of Q4 2016.

  • LBA Wealth Management reported no remaining BGC Group position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 3,110 BGC Group shares in Q4 2016, an estimated $18K.
  • LBA Wealth Management first reported a position in BGC Group in Q1 2016 and held it in 3 quarters.
  • LBA Wealth Management's BGC Group position peaked at $18K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held BGC Group as of Q4 2016.

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