LWM
NATI

LBA Wealth Management’s National Instruments Corp NATI Stock Holding History

LBA Wealth Management’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-164
Closed -$5K – 408
2014
Q3 		$5K Buy
+164
New +$5.31K ﹤0.01% 347

Other funds holding NATI

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

LBA Wealth Management sold out of National Instruments Corp (NATI) in Q4 2014, closing a stake of 164 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in NATI in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 221 funds tracked by Wall St. Rank hold NATI as of Q4 2014.

  • LBA Wealth Management reported no remaining National Instruments Corp position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 164 National Instruments Corp shares in Q4 2014, an estimated $5K.
  • LBA Wealth Management first reported a position in National Instruments Corp in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's National Instruments Corp position peaked at $5K in Q3 2014.
  • 221 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2014.

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