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LBA Wealth Management’s Myriad Genetics MYGN Stock Holding History

LBA Wealth Management’s Portfolio MYGN Stock Details MYGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-104
Closed -$4K – 359
2014
Q3 		$4K Sell
104
-3,871
-97% -$144K ﹤0.01% 358
2014
Q2 		$155K Buy
3,975
+125
+3% +$4.65K 0.13% 100
2014
Q1 		$132K Hold
3,850
– – 0.11% 113
2013
Q4 		$81K Buy
+3,850
New +$97.4K 0.07% 141

Other funds holding MYGN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

LBA Wealth Management sold out of Myriad Genetics (MYGN) in Q4 2014, closing a stake of 104 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in MYGN in Q4 2013 and held it in 4 quarters. The position peaked at $155K in Q2 2014. 272 funds tracked by Wall St. Rank hold MYGN as of Q4 2014.

  • LBA Wealth Management reported no remaining Myriad Genetics position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 104 Myriad Genetics shares in Q4 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in Myriad Genetics in Q4 2013 and held it in 4 quarters.
  • LBA Wealth Management's Myriad Genetics position peaked at $155K in Q2 2014.
  • 272 funds tracked by Wall St. Rank held Myriad Genetics as of Q4 2014.

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