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LBA Wealth Management’s Interparfums IPAR Stock Holding History

LBA Wealth Management’s Portfolio IPAR Stock Details IPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-195
Closed -$5K – 340
2014
Q3 		$5K Buy
+195
New +$5.51K ﹤0.01% 334

Other funds holding IPAR

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

LBA Wealth Management sold out of Interparfums (IPAR) in Q4 2014, closing a stake of 195 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in IPAR in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 119 funds tracked by Wall St. Rank hold IPAR as of Q4 2014.

  • LBA Wealth Management reported no remaining Interparfums position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 195 Interparfums shares in Q4 2014, an estimated $5K.
  • LBA Wealth Management first reported a position in Interparfums in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Interparfums position peaked at $5K in Q3 2014.
  • 119 funds tracked by Wall St. Rank held Interparfums as of Q4 2014.

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