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LBA Wealth Management’s Companhia Siderúrgica Nacional SID Stock Holding History

LBA Wealth Management’s Portfolio SID Stock Details SID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,435
Closed -$127K – 269
2013
Q4 		$127K Buy
+20,435
New +$112K 0.1% 103

Other funds holding SID

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBA Wealth Management's SID Position: Q1 2014 in Review

LBA Wealth Management sold out of Companhia Siderúrgica Nacional (SID) in Q1 2014, closing a stake of 20,435 shares — an estimated $127K sold.

LBA Wealth Management first reported a position in SID in Q4 2013 and held it in 1 quarter. The position peaked at $127K in Q4 2013. 120 funds tracked by Wall St. Rank hold SID as of Q1 2014.

  • LBA Wealth Management reported no remaining Companhia Siderúrgica Nacional position as of Q1 2014 after selling out during the quarter.
  • LBA Wealth Management sold 20,435 Companhia Siderúrgica Nacional shares in Q1 2014, an estimated $127K.
  • LBA Wealth Management first reported a position in Companhia Siderúrgica Nacional in Q4 2013 and held it in 1 quarter.
  • LBA Wealth Management's Companhia Siderúrgica Nacional position peaked at $127K in Q4 2013.
  • 120 funds tracked by Wall St. Rank held Companhia Siderúrgica Nacional as of Q1 2014.

Based on LBA Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.