Advertisement
Screener

LBA Wealth Management, LLC Last Quarter Change: Foreign Stocks, Added

LBA Wealth Management, LLC quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, LBA Wealth Management, LLC opened 1 positions, added to 2, reduced 2, sold out of 0 and left 4 unchanged. The largest increase in value was BBVA (+$80,000); the largest decrease was IEP (-$6,000).

  • BBVA: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 87; Shares 2016-09-30 13,369.
  • NVS: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 360; Shares 2016-09-30 410.

Two Form 13F-HR filings compared (SEC CIK 1600566): 2016-06-30 (filed 2016-08-12) and 2016-09-30 (filed 2016-11-10). 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; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
BBVA
BANCO BILBAO VIZCAYA ARGENT
SPONSORED ADR8713,369+13,282$0$80,000+$80,000
NVS
NOVARTIS A G
SPONSORED ADR360410+50$30,000$32,000+$2,000

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet