LWM
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LBA Wealth Management’s B&G Foods BGS Stock Holding History

LBA Wealth Management’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-158
Closed -$4K – 300
2014
Q3 		$4K Buy
+158
New +$4.66K ﹤0.01% 352

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BFA
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Neuberger Berman Group
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CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LBA Wealth Management sold out of B&G Foods (BGS) in Q4 2014, closing a stake of 158 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in BGS in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 198 funds tracked by Wall St. Rank hold BGS as of Q4 2014.

  • LBA Wealth Management reported no remaining B&G Foods position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 158 B&G Foods shares in Q4 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in B&G Foods in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's B&G Foods position peaked at $4K in Q3 2014.
  • 198 funds tracked by Wall St. Rank held B&G Foods as of Q4 2014.

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