LWM
BERY

LBA Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

LBA Wealth Management’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-545
Closed -$24K – 474
2016
Q4 		$24K Buy
+545
New +$23.3K 0.01% 249

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

LBA Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q1 2017, closing a stake of 545 shares — an estimated $24K sold.

LBA Wealth Management first reported a position in BERY in Q4 2016 and held it in 1 quarter. The position peaked at $24K in Q4 2016. 337 funds tracked by Wall St. Rank hold BERY as of Q1 2017.

  • LBA Wealth Management reported no remaining Berry Global Group, Inc. position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 545 Berry Global Group, Inc. shares in Q1 2017, an estimated $24K.
  • LBA Wealth Management first reported a position in Berry Global Group, Inc. in Q4 2016 and held it in 1 quarter.
  • LBA Wealth Management's Berry Global Group, Inc. position peaked at $24K in Q4 2016.
  • 337 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2017.

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