LBA Wealth Management’s Baxter International BAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	359
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	373
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	367
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	355
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	360
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	346
2015 Q3	$3K	Sell	100 -268	-73%	-$10.1K	﹤0.01%	303
2015 Q2	$14K	Hold	368	–	–	0.01%	225
2015 Q1	$14K	Hold	368	–	–	0.01%	217
2014 Q4	$15K	Hold	368	–	–	0.01%	213
2014 Q3	$14K	Hold	368	–	–	0.01%	262
2014 Q2	$14K	Hold	368	–	–	0.01%	193
2014 Q1	$15K	Hold	368	–	–	0.01%	188
2013 Q4	$14K	Buy	+368	New	+$13.3K	0.01%	192

Other funds holding BAX

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LBA Wealth Management held its Baxter International (BAX) position steady in Q1 2017 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

LBA Wealth Management first reported a position in BAX in Q4 2013 and has held it in 14 quarters since. The position peaked at $15K in Q4 2014. 950 funds tracked by Wall St. Rank hold BAX as of Q1 2017.

LBA Wealth Management held 100 shares of Baxter International worth $5K as of Q1 2017.
LBA Wealth Management left its Baxter International share count unchanged in Q1 2017.
Baxter International made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #359 holding.
LBA Wealth Management first reported a position in Baxter International in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Baxter International position peaked at $15K in Q4 2014.
950 funds tracked by Wall St. Rank held Baxter International as of Q1 2017.

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