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Biltmore Wealth Management’s Lear LEA Stock Holding History

Biltmore Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,799
Closed -$221K – 37
2015
Q4 		$221K Buy
+1,799
New +$219K 0.2% 36
2015
Q3 		– Sell
-1,824
Closed -$205K – 41
2015
Q2 		$205K Sell
1,824
-97
-5% -$11.1K 0.17% 42
2015
Q1 		$213K Buy
+1,921
New +$202K 0.18% 39

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Biltmore Wealth Management's LEA Position: Q1 2016 in Review

Biltmore Wealth Management sold out of Lear (LEA) in Q1 2016, closing a stake of 1,799 shares — an estimated $221K sold.

Biltmore Wealth Management first reported a position in LEA in Q1 2015 and held it in 3 quarters. The position peaked at $221K in Q4 2015. 474 funds tracked by Wall St. Rank hold LEA as of Q1 2016.

  • Biltmore Wealth Management reported no remaining Lear position as of Q1 2016 after selling out during the quarter.
  • Biltmore Wealth Management sold 1,799 Lear shares in Q1 2016, an estimated $221K.
  • Biltmore Wealth Management first reported a position in Lear in Q1 2015 and held it in 3 quarters.
  • Biltmore Wealth Management's Lear position peaked at $221K in Q4 2015.
  • 474 funds tracked by Wall St. Rank held Lear as of Q1 2016.

Based on Biltmore Wealth Management's 13F filing for Q1 2016, filed 14 Apr 2016.