LBA Wealth Management’s Graco GGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,035	Closed	-$25K	–	333
2014 Q3	$25K	Buy	+1,035	New	+$26.2K	0.02%	212

Other funds holding GGG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

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

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

LBA Wealth Management sold out of Graco (GGG) in Q4 2014, closing a stake of 1,035 shares — an estimated $25K sold.

LBA Wealth Management first reported a position in GGG in Q3 2014 and held it in 1 quarter. The position peaked at $25K in Q3 2014. 281 funds tracked by Wall St. Rank hold GGG as of Q4 2014.

LBA Wealth Management reported no remaining Graco position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 1,035 Graco shares in Q4 2014, an estimated $25K.
LBA Wealth Management first reported a position in Graco in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Graco position peaked at $25K in Q3 2014.
281 funds tracked by Wall St. Rank held Graco as of Q4 2014.

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