LBA Wealth Management’s Talen Energy Corporation TLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-375	Closed	-$5K	–	501
2016 Q3	$5K	Hold	375	–	–	﹤0.01%	383
2016 Q2	$5K	Sell	375 -50	-12%	-$612	﹤0.01%	369
2016 Q1	$4K	Hold	425	–	–	﹤0.01%	370
2015 Q4	$3K	Sell	425 -62	-13%	-$511	﹤0.01%	375
2015 Q3	$5K	Sell	487 -205	-30%	-$3K	﹤0.01%	292
2015 Q2	$12K	Buy	+692	New	+$13.1K	0.01%	234

Other funds holding TLN

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

LBA Wealth Management's TLN Position: Q4 2016 in Review

LBA Wealth Management sold out of Talen Energy Corporation (TLN) in Q4 2016, closing a stake of 375 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in TLN in Q2 2015 and held it in 6 quarters. The position peaked at $12K in Q2 2015. 6 funds tracked by Wall St. Rank hold TLN as of Q4 2016.

LBA Wealth Management reported no remaining Talen Energy Corporation position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 375 Talen Energy Corporation shares in Q4 2016, an estimated $5K.
LBA Wealth Management first reported a position in Talen Energy Corporation in Q2 2015 and held it in 6 quarters.
LBA Wealth Management's Talen Energy Corporation position peaked at $12K in Q2 2015.
6 funds tracked by Wall St. Rank held Talen Energy Corporation as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.