LWM
AME icon

LBA Wealth Management’s Ametek AME Stock Holding History

LBA Wealth Management’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,250
Closed -$104K – 447
2016
Q2 		$104K Buy
+2,250
New +$108K 0.06% 151
2014
Q4 		– Sell
-436
Closed -$22K – 293
2014
Q3 		$22K Buy
+436
New +$22.6K 0.02% 227

Other funds holding AME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LBA Wealth Management's AME Position: Q3 2016 in Review

LBA Wealth Management sold out of Ametek (AME) in Q3 2016, closing a stake of 2,250 shares — an estimated $104K sold.

LBA Wealth Management first reported a position in AME in Q3 2014 and held it in 2 quarters. The position peaked at $104K in Q2 2016. 458 funds tracked by Wall St. Rank hold AME as of Q3 2016.

  • LBA Wealth Management reported no remaining Ametek position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 2,250 Ametek shares in Q3 2016, an estimated $104K.
  • LBA Wealth Management first reported a position in Ametek in Q3 2014 and held it in 2 quarters.
  • LBA Wealth Management's Ametek position peaked at $104K in Q2 2016.
  • 458 funds tracked by Wall St. Rank held Ametek as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.