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LBA Wealth Management’s Minerals Technologies MTX Stock Holding History

LBA Wealth Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-265
Closed -$18K – 361
2015
Q2 		$18K Buy
+265
New +$18.4K 0.01% 214

Other funds holding MTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LBA Wealth Management's MTX Position: Q3 2015 in Review

LBA Wealth Management sold out of Minerals Technologies (MTX) in Q3 2015, closing a stake of 265 shares — an estimated $18K sold.

LBA Wealth Management first reported a position in MTX in Q2 2015 and held it in 1 quarter. The position peaked at $18K in Q2 2015. 209 funds tracked by Wall St. Rank hold MTX as of Q3 2015.

  • LBA Wealth Management reported no remaining Minerals Technologies position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 265 Minerals Technologies shares in Q3 2015, an estimated $18K.
  • LBA Wealth Management first reported a position in Minerals Technologies in Q2 2015 and held it in 1 quarter.
  • LBA Wealth Management's Minerals Technologies position peaked at $18K in Q2 2015.
  • 209 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.