LBA Wealth Management’s Buckle BKE Stock Holding History

LBA Wealth Management’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-635	Closed	-$29K	–	301
2014 Q3	$29K	Buy	+635	New	+$29.3K	0.02%	195

Other funds holding BKE

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

LBA Wealth Management sold out of Buckle (BKE) in Q4 2014, closing a stake of 635 shares — an estimated $29K sold.

LBA Wealth Management first reported a position in BKE in Q3 2014 and held it in 1 quarter. The position peaked at $29K in Q3 2014. 183 funds tracked by Wall St. Rank hold BKE as of Q4 2014.

LBA Wealth Management reported no remaining Buckle position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 635 Buckle shares in Q4 2014, an estimated $29K.
LBA Wealth Management first reported a position in Buckle in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Buckle position peaked at $29K in Q3 2014.
183 funds tracked by Wall St. Rank held Buckle as of Q4 2014.

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