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LBA Wealth Management’s Mine Safety MSA Stock Holding History

LBA Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-92
Closed -$5K – 358
2014
Q3 		$5K Buy
+92
New +$5.09K ﹤0.01% 337

Other funds holding MSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

LBA Wealth Management sold out of Mine Safety (MSA) in Q4 2014, closing a stake of 92 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in MSA in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 155 funds tracked by Wall St. Rank hold MSA as of Q4 2014.

  • LBA Wealth Management reported no remaining Mine Safety position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 92 Mine Safety shares in Q4 2014, an estimated $5K.
  • LBA Wealth Management first reported a position in Mine Safety in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Mine Safety position peaked at $5K in Q3 2014.
  • 155 funds tracked by Wall St. Rank held Mine Safety as of Q4 2014.

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