LBA Wealth Management, LLC quarter change: Foreign Stocks, Unchanged
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).
- IEP: Country of operation United States; Class DEPOSITARY UNIT; Shares 2016-06-30 1,549; Shares 2016-09-30 1,549.
- TM: Country of operation —; Class SP ADR REP2COM; Shares 2016-06-30 125; Shares 2016-09-30 125.
- BUD: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 1,056; Shares 2016-09-30 1,056.
- SNY: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 124; Shares 2016-09-30 124.
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.
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