LWM
SCU

LBA Wealth Management’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

LBA Wealth Management’s Portfolio SCU Stock Details SCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-47
Closed -$5K – 407
2014
Q3 		$5K Buy
+47
New +$6K ﹤0.01% 346

Other funds holding SCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LBA Wealth Management sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q4 2014, closing a stake of 47 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in SCU in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 108 funds tracked by Wall St. Rank hold SCU as of Q4 2014.

  • LBA Wealth Management reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 47 Sculptor Capital Management, Inc. Class A Common Stock shares in Q4 2014, an estimated $5K.
  • LBA Wealth Management first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $5K in Q3 2014.
  • 108 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q4 2014.

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