LWM
TSS

LBA Wealth Management’s Total System Services, Inc. TSS Stock Holding History

LBA Wealth Management’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,850
Closed -$117K – 285
2014
Q1 		$117K Hold
3,850
– – 0.1% 118
2013
Q4 		$128K Buy
+3,850
New +$118K 0.11% 102

Other funds holding TSS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LBA Wealth Management's TSS Position: Q2 2014 in Review

LBA Wealth Management sold out of Total System Services, Inc. (TSS) in Q2 2014, closing a stake of 3,850 shares — an estimated $117K sold.

LBA Wealth Management first reported a position in TSS in Q4 2013 and held it in 2 quarters. The position peaked at $128K in Q4 2013. 334 funds tracked by Wall St. Rank hold TSS as of Q2 2014.

  • LBA Wealth Management reported no remaining Total System Services, Inc. position as of Q2 2014 after selling out during the quarter.
  • LBA Wealth Management sold 3,850 Total System Services, Inc. shares in Q2 2014, an estimated $117K.
  • LBA Wealth Management first reported a position in Total System Services, Inc. in Q4 2013 and held it in 2 quarters.
  • LBA Wealth Management's Total System Services, Inc. position peaked at $128K in Q4 2013.
  • 334 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q2 2014.

Based on LBA Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.