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LBA Wealth Management’s Mohawk Industries MHK Stock Holding History

LBA Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-800
Closed -$145K – 417
2015
Q3 		$145K Buy
+800
New +$158K 0.09% 127

Other funds holding MHK

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LBA Wealth Management's MHK Position: Q4 2015 in Review

LBA Wealth Management sold out of Mohawk Industries (MHK) in Q4 2015, closing a stake of 800 shares — an estimated $145K sold.

LBA Wealth Management first reported a position in MHK in Q3 2015 and held it in 1 quarter. The position peaked at $145K in Q3 2015. 487 funds tracked by Wall St. Rank hold MHK as of Q4 2015.

  • LBA Wealth Management reported no remaining Mohawk Industries position as of Q4 2015 after selling out during the quarter.
  • LBA Wealth Management sold 800 Mohawk Industries shares in Q4 2015, an estimated $145K.
  • LBA Wealth Management first reported a position in Mohawk Industries in Q3 2015 and held it in 1 quarter.
  • LBA Wealth Management's Mohawk Industries position peaked at $145K in Q3 2015.
  • 487 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2015.

Based on LBA Wealth Management's 13F filing for Q4 2015, filed 3 Feb 2016.