LBA Wealth Management’s Brocade Communications Systems, Inc. NEW BRCD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-103	Closed	-$1K	–	485
2016 Q2	$1K	Buy	+103	New	+$922	﹤0.01%	437
2014 Q2	–	Sell	-13,150	Closed	-$140K	–	279
2014 Q1	$140K	Hold	13,150	–	–	0.11%	104
2013 Q4	$117K	Buy	+13,150	New	+$110K	0.1%	117

Other funds holding BRCD

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BFA

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

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

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

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

LBA Wealth Management's BRCD Position: Q3 2016 in Review

LBA Wealth Management sold out of Brocade Communications Systems, Inc. NEW (BRCD) in Q3 2016, closing a stake of 103 shares — an estimated $1K sold.

LBA Wealth Management first reported a position in BRCD in Q4 2013 and held it in 3 quarters. The position peaked at $140K in Q1 2014. 337 funds tracked by Wall St. Rank hold BRCD as of Q3 2016.

LBA Wealth Management reported no remaining Brocade Communications Systems, Inc. NEW position as of Q3 2016 after selling out during the quarter.
LBA Wealth Management sold 103 Brocade Communications Systems, Inc. NEW shares in Q3 2016, an estimated $1K.
LBA Wealth Management first reported a position in Brocade Communications Systems, Inc. NEW in Q4 2013 and held it in 3 quarters.
LBA Wealth Management's Brocade Communications Systems, Inc. NEW position peaked at $140K in Q1 2014.
337 funds tracked by Wall St. Rank held Brocade Communications Systems, Inc. NEW as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.