LBA Wealth Management’s AstraZeneca AZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$34K	Buy	545 +57	+12%	+$3.32K	0.02%	230
2016 Q4	$27K	Buy	488 +387	+383%	+$22K	0.01%	235
2016 Q3	$7K	Hold	101	–	–	﹤0.01%	343
2016 Q2	$6K	Hold	101	–	–	﹤0.01%	339
2016 Q1	$6K	Hold	101	–	–	﹤0.01%	331
2015 Q4	$7K	Buy	+101	New	+$6.62K	﹤0.01%	311

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

LBA Wealth Management increased its AstraZeneca (AZN) stake by 12% in Q1 2017, buying an estimated $3.32K and bringing the position to 545 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #230.

LBA Wealth Management first reported a position in AZN in Q4 2015 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold AZN as of Q1 2017.

LBA Wealth Management held 545 shares of AstraZeneca worth $34K as of Q1 2017.
LBA Wealth Management bought 57 AstraZeneca shares in Q1 2017, an estimated $3.32K.
AstraZeneca made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #230 holding.
LBA Wealth Management first reported a position in AstraZeneca in Q4 2015 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2017.

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