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LBA Wealth Management’s Generac Holdings GNRC Stock Holding History

LBA Wealth Management’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,950
Closed -$115K – 273
2014
Q1 		$115K Buy
+1,950
New +$107K 0.09% 119

Other funds holding GNRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

LBA Wealth Management's GNRC Position: Q2 2014 in Review

LBA Wealth Management sold out of Generac Holdings (GNRC) in Q2 2014, closing a stake of 1,950 shares — an estimated $115K sold.

LBA Wealth Management first reported a position in GNRC in Q1 2014 and held it in 1 quarter. The position peaked at $115K in Q1 2014. 260 funds tracked by Wall St. Rank hold GNRC as of Q2 2014.

  • LBA Wealth Management reported no remaining Generac Holdings position as of Q2 2014 after selling out during the quarter.
  • LBA Wealth Management sold 1,950 Generac Holdings shares in Q2 2014, an estimated $115K.
  • LBA Wealth Management first reported a position in Generac Holdings in Q1 2014 and held it in 1 quarter.
  • LBA Wealth Management's Generac Holdings position peaked at $115K in Q1 2014.
  • 260 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2014.

Based on LBA Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.