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LBA Wealth Management’s Cracker Barrel CBRL Stock Holding History

LBA Wealth Management’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-157
Closed -$16K – 306
2014
Q3 		$16K Buy
+157
New +$15.7K 0.01% 257

Other funds holding CBRL

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

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

LBA Wealth Management sold out of Cracker Barrel (CBRL) in Q4 2014, closing a stake of 157 shares — an estimated $16K sold.

LBA Wealth Management first reported a position in CBRL in Q3 2014 and held it in 1 quarter. The position peaked at $16K in Q3 2014. 261 funds tracked by Wall St. Rank hold CBRL as of Q4 2014.

  • LBA Wealth Management reported no remaining Cracker Barrel position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 157 Cracker Barrel shares in Q4 2014, an estimated $16K.
  • LBA Wealth Management first reported a position in Cracker Barrel in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Cracker Barrel position peaked at $16K in Q3 2014.
  • 261 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2014.

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