LBA Wealth Management’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-355	Closed	-$19K	–	376
2014 Q3	$19K	Buy	+355	New	+$19.3K	0.01%	240

Other funds holding STE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

LBA Wealth Management sold out of Steris (STE) in Q4 2014, closing a stake of 355 shares — an estimated $19K sold.

LBA Wealth Management first reported a position in STE in Q3 2014 and held it in 1 quarter. The position peaked at $19K in Q3 2014. 296 funds tracked by Wall St. Rank hold STE as of Q4 2014.

LBA Wealth Management reported no remaining Steris position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 355 Steris shares in Q4 2014, an estimated $19K.
LBA Wealth Management first reported a position in Steris in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Steris position peaked at $19K in Q3 2014.
296 funds tracked by Wall St. Rank held Steris as of Q4 2014.

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