LWM
ACN icon

LBA Wealth Management’s Accenture ACN Stock Holding History

LBA Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$42K Hold
349
– – 0.02% 212
2016
Q4 		$41K Sell
349
-100
-22% -$11.9K 0.02% 208
2016
Q3 		$55K Hold
449
– – 0.03% 190
2016
Q2 		$51K Buy
449
+35
+8% +$4.06K 0.03% 191
2016
Q1 		$48K Sell
414
-60
-13% -$6.16K 0.03% 195
2015
Q4 		$50K Buy
474
+104
+28% +$11K 0.03% 204
2015
Q3 		$36K Buy
370
+200
+118% +$19.8K 0.02% 193
2015
Q2 		$16K Hold
170
– – 0.01% 220
2015
Q1 		$16K Buy
170
+130
+325% +$11.6K 0.01% 214
2014
Q4 		$4K Sell
40
-442
-92% -$36.7K ﹤0.01% 261
2014
Q3 		$39K Buy
482
+442
+1,105% +$35.4K 0.03% 185
2014
Q2 		$3K Hold
40
– – ﹤0.01% 238
2014
Q1 		$3K Sell
40
-141
-78% -$11.6K ﹤0.01% 229
2013
Q4 		$15K Buy
+181
New +$13.7K 0.01% 189

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LBA Wealth Management held its Accenture (ACN) position steady in Q1 2017 at 349 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #212.

LBA Wealth Management first reported a position in ACN in Q4 2013 and has held it in 14 quarters since. The position peaked at $55K in Q3 2016. 1,074 funds tracked by Wall St. Rank hold ACN as of Q1 2017.

  • LBA Wealth Management held 349 shares of Accenture worth $42K as of Q1 2017.
  • LBA Wealth Management left its Accenture share count unchanged in Q1 2017.
  • Accenture made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #212 holding.
  • LBA Wealth Management first reported a position in Accenture in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Accenture position peaked at $55K in Q3 2016.
  • 1,074 funds tracked by Wall St. Rank held Accenture as of Q1 2017.

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