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LWM
ARDC
LBA Wealth Management’s
Are Dynamic Credit Allocation Fund
ARDC
Stock Holding History
LBA Wealth Management’s Portfolio
ARDC Stock Details
ARDC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Hold
0
–
–
–
397
Other funds holding ARDC
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40.34%
1-Year Est. Return
RCM
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$2.1B AUM
2.15%
1-Year Est. Return
Bessemer Group
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$72.7B AUM
39.36%
1-Year Est. Return
AAM
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$6.56B AUM
35.09%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.26T AUM
61.52%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
Kovitz Investment Group Partners
Chicago, Illinois
$4.52B AUM
31.84%
1-Year Est. Return
COLIM
City of London Investment Management
London, United Kingdom
$1.66B AUM
59.71%
1-Year Est. Return
Cohen & Steers
New York
$63.2B AUM
17.15%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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