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IBEX Wealth Advisors’s Landstar System LSTR Stock Holding History

IBEX Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-81
Closed -$7K – 248
2016
Q4 		$7K Buy
+81
New +$6.3K ﹤0.01% 334

Other funds holding LSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

IBEX Wealth Advisors's LSTR Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Landstar System (LSTR) in Q1 2017, closing a stake of 81 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in LSTR in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 296 funds tracked by Wall St. Rank hold LSTR as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Landstar System position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 81 Landstar System shares in Q1 2017, an estimated $7K.
  • IBEX Wealth Advisors first reported a position in Landstar System in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Landstar System position peaked at $7K in Q4 2016.
  • 296 funds tracked by Wall St. Rank held Landstar System as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.