LBA Wealth Management’s Pegasystems PEGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-306	Closed	-$3K	–	363
2014 Q3	$3K	Buy	+306	New	+$3.3K	﹤0.01%	385

Other funds holding PEGA

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TAM

Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

LBA Wealth Management sold out of Pegasystems (PEGA) in Q4 2014, closing a stake of 306 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in PEGA in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 135 funds tracked by Wall St. Rank hold PEGA as of Q4 2014.

LBA Wealth Management reported no remaining Pegasystems position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 306 Pegasystems shares in Q4 2014, an estimated $3K.
LBA Wealth Management first reported a position in Pegasystems in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Pegasystems position peaked at $3K in Q3 2014.
135 funds tracked by Wall St. Rank held Pegasystems as of Q4 2014.

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