LWM
MASI

LBA Wealth Management’s Masimo MASI Stock Holding History

LBA Wealth Management’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,725
Closed -$135K – 434
2014
Q2 		$135K Buy
+5,725
New +$142K 0.11% 114

Other funds holding MASI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LBA Wealth Management's MASI Position: Q3 2014 in Review

LBA Wealth Management sold out of Masimo (MASI) in Q3 2014, closing a stake of 5,725 shares — an estimated $135K sold.

LBA Wealth Management first reported a position in MASI in Q2 2014 and held it in 1 quarter. The position peaked at $135K in Q2 2014. 167 funds tracked by Wall St. Rank hold MASI as of Q3 2014.

  • LBA Wealth Management reported no remaining Masimo position as of Q3 2014 after selling out during the quarter.
  • LBA Wealth Management sold 5,725 Masimo shares in Q3 2014, an estimated $135K.
  • LBA Wealth Management first reported a position in Masimo in Q2 2014 and held it in 1 quarter.
  • LBA Wealth Management's Masimo position peaked at $135K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Masimo as of Q3 2014.

Based on LBA Wealth Management's 13F filing for Q3 2014, filed 10 Nov 2014.