LBA Wealth Management’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$133K	Hold	750	–	–	0.07%	126
2016 Q4	$117K	Sell	750 -160	-18%	-$23.4K	0.06%	133
2016 Q3	$120K	Hold	910	–	–	0.07%	140
2016 Q2	$118K	Hold	910	–	–	0.07%	138
2016 Q1	$116K	Sell	910 -160	-15%	-$19.9K	0.07%	135
2015 Q4	$155K	Buy	1,070 +720	+206%	+$104K	0.09%	135
2015 Q3	$46K	Sell	350 -350	-50%	-$48.5K	0.03%	179
2015 Q2	$97K	Hold	700	–	–	0.06%	133
2015 Q1	$105K	Hold	700	–	–	0.07%	134
2014 Q4	$91K	Sell	700 -197	-22%	-$25K	0.06%	142
2014 Q3	$114K	Buy	897 +197	+28%	+$24.8K	0.08%	129
2014 Q2	$89K	Hold	700	–	–	0.07%	143
2014 Q1	$88K	Sell	700 -1	-0.1%	-$130	0.07%	137
2013 Q4	$96K	Buy	+701	New	+$91.1K	0.08%	132

Other funds holding BA

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LBA Wealth Management held its Boeing (BA) position steady in Q1 2017 at 750 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #126.

LBA Wealth Management first reported a position in BA in Q4 2013 and has held it in 14 quarters since. The position peaked at $155K in Q4 2015. 1,514 funds tracked by Wall St. Rank hold BA as of Q1 2017.

LBA Wealth Management held 750 shares of Boeing worth $133K as of Q1 2017.
LBA Wealth Management left its Boeing share count unchanged in Q1 2017.
Boeing made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #126 holding.
LBA Wealth Management first reported a position in Boeing in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Boeing position peaked at $155K in Q4 2015.
1,514 funds tracked by Wall St. Rank held Boeing as of Q1 2017.

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