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LBA Wealth Management’s Blackbaud BLKB Stock Holding History

LBA Wealth Management’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-140
Closed -$6K – 302
2014
Q3 		$6K Buy
+140
New +$5.21K ﹤0.01% 318

Other funds holding BLKB

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

LBA Wealth Management sold out of Blackbaud (BLKB) in Q4 2014, closing a stake of 140 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in BLKB in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 188 funds tracked by Wall St. Rank hold BLKB as of Q4 2014.

  • LBA Wealth Management reported no remaining Blackbaud position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 140 Blackbaud shares in Q4 2014, an estimated $6K.
  • LBA Wealth Management first reported a position in Blackbaud in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Blackbaud position peaked at $6K in Q3 2014.
  • 188 funds tracked by Wall St. Rank held Blackbaud as of Q4 2014.

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