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LBA Wealth Management’s Power Integrations POWI Stock Holding History

LBA Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-170
Closed -$5K – 365
2014
Q3 		$5K Buy
+170
New +$4.79K ﹤0.01% 339

Other funds holding POWI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

LBA Wealth Management sold out of Power Integrations (POWI) in Q4 2014, closing a stake of 170 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in POWI in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 184 funds tracked by Wall St. Rank hold POWI as of Q4 2014.

  • LBA Wealth Management reported no remaining Power Integrations position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 170 Power Integrations shares in Q4 2014, an estimated $5K.
  • LBA Wealth Management first reported a position in Power Integrations in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Power Integrations position peaked at $5K in Q3 2014.
  • 184 funds tracked by Wall St. Rank held Power Integrations as of Q4 2014.

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