LBA Wealth Management, LLC historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, LBA Wealth Management, LLC opened 4 positions, added to 4, reduced 0 and sold out of 6.
- Q4 2015: Stock JPMORGAN CHASE & CO; Country of operation —; Class ALERIAN ML ETN; Shares before 0.
- Q1 2015: Stock CREDIT SUISSE NASSAU BRH; Country of operation —; Class EQL WGT MLP LKD; Shares before 0.
- Q3 2014: Stock MACQUARIE INFRASTR CO LLC; Country of operation —; Class MEMBERSHIP INT; Shares before 0.
- Q2 2014: Stock CARNIVAL CORP; Country of operation —; Class PAIRED CTF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1600566), 11 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-01); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.
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