LWM
GK

LBA Wealth Management’s G&K Services Inc GK Stock Holding History

LBA Wealth Management’s Portfolio GK Stock Details GK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-128
Closed -$7K – 427
2014
Q3 		$7K Buy
+128
New +$6.8K ﹤0.01% 312

Other funds holding GK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

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

LBA Wealth Management sold out of G&K Services Inc (GK) in Q4 2014, closing a stake of 128 shares — an estimated $7K sold.

LBA Wealth Management first reported a position in GK in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 159 funds tracked by Wall St. Rank hold GK as of Q4 2014.

  • LBA Wealth Management reported no remaining G&K Services Inc position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 128 G&K Services Inc shares in Q4 2014, an estimated $7K.
  • LBA Wealth Management first reported a position in G&K Services Inc in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's G&K Services Inc position peaked at $7K in Q3 2014.
  • 159 funds tracked by Wall St. Rank held G&K Services Inc as of Q4 2014.

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