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LBA Wealth Management’s Charles River Laboratories CRL Stock Holding History

LBA Wealth Management’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$33K – 454
2016
Q3 		$33K Buy
+400
New +$33.5K 0.02% 232

Other funds holding CRL

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBA Wealth Management's CRL Position: Q4 2016 in Review

LBA Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2016, closing a stake of 400 shares — an estimated $33K sold.

LBA Wealth Management first reported a position in CRL in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 297 funds tracked by Wall St. Rank hold CRL as of Q4 2016.

  • LBA Wealth Management reported no remaining Charles River Laboratories position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 400 Charles River Laboratories shares in Q4 2016, an estimated $33K.
  • LBA Wealth Management first reported a position in Charles River Laboratories in Q3 2016 and held it in 1 quarter.
  • LBA Wealth Management's Charles River Laboratories position peaked at $33K in Q3 2016.
  • 297 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.