LBA Wealth Management’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-2,970	Closed	-$130K	–	266
2013 Q4	$130K	Buy	+2,970	New	+$125K	0.11%	99

Other funds holding MSCI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JHIU

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LBA Wealth Management's MSCI Position: Q1 2014 in Review

LBA Wealth Management sold out of MSCI (MSCI) in Q1 2014, closing a stake of 2,970 shares — an estimated $130K sold.

LBA Wealth Management first reported a position in MSCI in Q4 2013 and held it in 1 quarter. The position peaked at $130K in Q4 2013. 197 funds tracked by Wall St. Rank hold MSCI as of Q1 2014.

LBA Wealth Management reported no remaining MSCI position as of Q1 2014 after selling out during the quarter.
LBA Wealth Management sold 2,970 MSCI shares in Q1 2014, an estimated $130K.
LBA Wealth Management first reported a position in MSCI in Q4 2013 and held it in 1 quarter.
LBA Wealth Management's MSCI position peaked at $130K in Q4 2013.
197 funds tracked by Wall St. Rank held MSCI as of Q1 2014.

Based on LBA Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.