LBA Wealth Management’s AbbVie ABBV Stock Holding History

LBA Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$90K	Hold	1,381	–	–	0.05%	154
2016 Q4	$86K	Hold	1,381	–	–	0.05%	154
2016 Q3	$87K	Hold	1,381	–	–	0.05%	162
2016 Q2	$85K	Buy	1,381 +125	+10%	+$7.62K	0.05%	164
2016 Q1	$72K	Hold	1,256	–	–	0.04%	174
2015 Q4	$74K	Buy	1,256 +1,040	+481%	+$59.9K	0.04%	186
2015 Q3	$12K	Sell	216 -900	-81%	-$58.6K	0.01%	253
2015 Q2	$75K	Hold	1,116	–	–	0.05%	150
2015 Q1	$65K	Hold	1,116	–	–	0.04%	156
2014 Q4	$73K	Sell	1,116 -186	-14%	-$11.7K	0.05%	155
2014 Q3	$75K	Buy	1,302 +302	+30%	+$16.8K	0.05%	153
2014 Q2	$56K	Hold	1,000	–	–	0.05%	157
2014 Q1	$51K	Hold	1,000	–	–	0.04%	155
2013 Q4	$53K	Buy	+1,000	New	+$49.1K	0.04%	153

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LBA Wealth Management's ABBV Position: Q1 2017 in Review

LBA Wealth Management held its AbbVie (ABBV) position steady in Q1 2017 at 1,381 shares worth $90K. The position accounts for 0.05% of the portfolio, ranked #154.

LBA Wealth Management first reported a position in ABBV in Q4 2013 and has held it in 14 quarters since. 1,727 funds tracked by Wall St. Rank hold ABBV as of Q1 2017.

LBA Wealth Management held 1,381 shares of AbbVie worth $90K as of Q1 2017.
LBA Wealth Management left its AbbVie share count unchanged in Q1 2017.
AbbVie made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #154 holding.
LBA Wealth Management first reported a position in AbbVie in Q4 2013 and has held it in 14 quarters since.
1,727 funds tracked by Wall St. Rank held AbbVie as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.