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LBA Wealth Management’s West Pharmaceutical WST Stock Holding History

LBA Wealth Management’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-407
Closed -$18K – 396
2014
Q3 		$18K Buy
+407
New +$17.3K 0.01% 248

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BFA
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State Street
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BAMCO Inc
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KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

LBA Wealth Management sold out of West Pharmaceutical (WST) in Q4 2014, closing a stake of 407 shares — an estimated $18K sold.

LBA Wealth Management first reported a position in WST in Q3 2014 and held it in 1 quarter. The position peaked at $18K in Q3 2014. 225 funds tracked by Wall St. Rank hold WST as of Q4 2014.

  • LBA Wealth Management reported no remaining West Pharmaceutical position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 407 West Pharmaceutical shares in Q4 2014, an estimated $18K.
  • LBA Wealth Management first reported a position in West Pharmaceutical in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's West Pharmaceutical position peaked at $18K in Q3 2014.
  • 225 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2014.

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