LBA Wealth Management’s Microchip Technology MCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-400	Closed	-$13K	–	460
2016 Q4	$13K	Buy	+400	New	+$12.6K	0.01%	301
2015 Q2	–	Sell	-2,900	Closed	-$71K	–	325
2015 Q1	$71K	Hold	2,900	–	–	0.04%	155
2014 Q4	$65K	Sell	2,900 -5,432	-65%	-$118K	0.04%	157
2014 Q3	$197K	Buy	8,332 +712	+9%	+$17K	0.14%	80
2014 Q2	$186K	Hold	7,620	–	–	0.15%	85
2014 Q1	$182K	Hold	7,620	–	–	0.15%	83
2013 Q4	$170K	Buy	+7,620	New	+$160K	0.14%	83

Other funds holding MCHP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

LBA Wealth Management's MCHP Position: Q1 2017 in Review

LBA Wealth Management sold out of Microchip Technology (MCHP) in Q1 2017, closing a stake of 400 shares — an estimated $13K sold.

LBA Wealth Management first reported a position in MCHP in Q4 2013 and held it in 7 quarters. The position peaked at $197K in Q3 2014. 719 funds tracked by Wall St. Rank hold MCHP as of Q1 2017.

LBA Wealth Management reported no remaining Microchip Technology position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 400 Microchip Technology shares in Q1 2017, an estimated $13K.
LBA Wealth Management first reported a position in Microchip Technology in Q4 2013 and held it in 7 quarters.
LBA Wealth Management's Microchip Technology position peaked at $197K in Q3 2014.
719 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.