LBA Wealth Management’s Ally Financial ALLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-410	Closed	-$8K	–	440
2016 Q4	$8K	Hold	410	–	–	﹤0.01%	333
2016 Q3	$8K	Hold	410	–	–	﹤0.01%	334
2016 Q2	$7K	Hold	410	–	–	﹤0.01%	326
2016 Q1	$8K	Hold	410	–	–	﹤0.01%	316
2015 Q4	$8K	Buy	+410	New	+$8.12K	﹤0.01%	306

Other funds holding ALLY

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

LBA Wealth Management sold out of Ally Financial (ALLY) in Q1 2017, closing a stake of 410 shares — an estimated $8K sold.

LBA Wealth Management first reported a position in ALLY in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2016. 365 funds tracked by Wall St. Rank hold ALLY as of Q1 2017.

LBA Wealth Management reported no remaining Ally Financial position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 410 Ally Financial shares in Q1 2017, an estimated $8K.
LBA Wealth Management first reported a position in Ally Financial in Q4 2015 and held it in 5 quarters.
LBA Wealth Management's Ally Financial position peaked at $8K in Q4 2016.
365 funds tracked by Wall St. Rank held Ally Financial as of Q1 2017.

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