LBA Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$10K	Hold	125	–	–	0.01%	324
2016 Q4	$10K	Hold	125	–	–	0.01%	325
2016 Q3	$10K	Sell	125 -199	-61%	-$15.6K	0.01%	324
2016 Q2	$25K	Hold	324	–	–	0.01%	242
2016 Q1	$24K	Hold	324	–	–	0.01%	238
2015 Q4	$23K	Hold	324	–	–	0.01%	250
2015 Q3	$22K	Hold	324	–	–	0.01%	221
2015 Q2	$24K	Hold	324	–	–	0.02%	202
2015 Q1	$25K	Hold	324	–	–	0.02%	199
2014 Q4	$25K	Hold	324	–	–	0.02%	195
2014 Q3	$24K	Buy	324 +199	+159%	+$14.6K	0.02%	218
2014 Q2	$9K	Hold	125	–	–	0.01%	209
2014 Q1	$9K	Hold	125	–	–	0.01%	201
2013 Q4	$9K	Buy	+125	New	+$8.31K	0.01%	210

Other funds holding AIVL

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

LBA Wealth Management held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2017 at 125 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #324.

LBA Wealth Management first reported a position in AIVL in Q4 2013 and has held it in 14 quarters since. The position peaked at $25K in Q2 2016. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2017.

LBA Wealth Management held 125 shares of WisdomTree US AI Enhanced Value Fund worth $10K as of Q1 2017.
LBA Wealth Management left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2017.
WisdomTree US AI Enhanced Value Fund made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #324 holding.
LBA Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $25K in Q2 2016.
122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2017.

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