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LBA Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

LBA Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-722
Closed -$24K – 354
2014
Q3 		$24K Buy
+722
New +$24.8K 0.02% 220

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

LBA Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2014, closing a stake of 722 shares — an estimated $24K sold.

LBA Wealth Management first reported a position in MKC in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 557 funds tracked by Wall St. Rank hold MKC as of Q4 2014.

  • LBA Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 722 McCormick & Company Non-Voting shares in Q4 2014, an estimated $24K.
  • LBA Wealth Management first reported a position in McCormick & Company Non-Voting in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's McCormick & Company Non-Voting position peaked at $24K in Q3 2014.
  • 557 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2014.

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