LBA Wealth Management, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, LBA Wealth Management, LLC opened 276 positions, added to 497, reduced 473 and sold out of 180.
- Q3 2016: Stock MA; Country of operation United States; Class CL A; Shares before 0.
- Q3 2016: Stock MAR; Country of operation United States; Class CL A; Shares before 0.
- Q3 2016: Stock JCI; Country of operation —; Class SHS; Shares before 0.
- Q3 2016: Stock FTV; Country of operation United States; Class COM; 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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | MA
MASTERCARD INCORPORATED | United States | CL A | 0 | 6,999 | +6,999 | $0 | $712,000 | +$712,000 | 2016-11-10 |
|---|
| Q3 2016 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 0 | 6,850 | +6,850 | $0 | $461,000 | +$461,000 | 2016-11-10 |
|---|
| Q3 2016 | JCI
JOHNSON CTLS INTL PLC | | SHS | 0 | 6,623 | +6,623 | $0 | $308,000 | +$308,000 | 2016-11-10 |
|---|
| Q3 2016 | FTV
FORTIVE CORP | United States | COM | 0 | 4,486 | +4,486 | $0 | $228,000 | +$228,000 | 2016-11-10 |
|---|
| Q3 2016 | BWA
BORGWARNER INC | United States | COM | 0 | 1,300 | +1,300 | $0 | $46,000 | +$46,000 | 2016-11-10 |
|---|
| Q3 2016 | RNST
RENASANT CORP | United States | COM | 0 | 1,223 | +1,223 | $0 | $41,000 | +$41,000 | 2016-11-10 |
|---|
| Q3 2016 | CRL
CHARLES RIV LABS INTL INC | United States | COM | 0 | 400 | +400 | $0 | $33,000 | +$33,000 | 2016-11-10 |
|---|
| Q3 2016 | TWLO
TWILIO INC | United States | CL A | 0 | 500 | +500 | $0 | $32,000 | +$32,000 | 2016-11-10 |
|---|
| Q3 2016 | OLLI
OLLIES BARGAIN OUTLT HLDGS | United States | COM | 0 | 1,100 | +1,100 | $0 | $29,000 | +$29,000 | 2016-11-10 |
|---|
| Q3 2016 | CVLT
COMMVAULT SYSTEMS INC | United States | COM | 0 | 500 | +500 | $0 | $27,000 | +$27,000 | 2016-11-10 |
|---|
| Q3 2016 | ANIP
ANI PHARMACEUTICALS INC | United States | COM | 0 | 325 | +325 | $0 | $22,000 | +$22,000 | 2016-11-10 |
|---|
| Q3 2016 | HSIC
SCHEIN HENRY INC | United States | COM | 0 | 125 | +125 | $0 | $20,000 | +$20,000 | 2016-11-10 |
|---|
| Q3 2016 | FL
FOOT LOCKER INC | United States | COM | 0 | 300 | +300 | $0 | $20,000 | +$20,000 | 2016-11-10 |
|---|
| Q3 2016 | TMUS
T MOBILE US INC | United States | COM | 0 | 228 | +228 | $0 | $11,000 | +$11,000 | 2016-11-10 |
|---|
| Q3 2016 | ILMN
ILLUMINA INC | United States | COM | 0 | 50 | +50 | $0 | $9,000 | +$9,000 | 2016-11-10 |
|---|
| Q3 2016 | EL
LAUDER ESTEE COS INC | United States | CL A | 0 | 93 | +93 | $0 | $8,000 | +$8,000 | 2016-11-10 |
|---|
| Q3 2016 | DB
DEUTSCHE BANK AG | | NAMEN AKT | 0 | 500 | +500 | $0 | $7,000 | +$7,000 | 2016-11-10 |
|---|
| Q3 2016 | VUZI
VUZIX CORP | United States | COM NEW | 0 | 600 | +600 | $0 | $5,000 | +$5,000 | 2016-11-10 |
|---|
| Q3 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 0 | 36 | +36 | $0 | $5,000 | +$5,000 | 2016-11-10 |
|---|
| Q3 2016 | XPO
XPO LOGISTICS INC | United States | COM | 0 | 100 | +100 | $0 | $4,000 | +$4,000 | 2016-11-10 |
|---|
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