LWM
BID

LBA Wealth Management’s Sotheby's BID Stock Holding History

LBA Wealth Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$27K Buy
+600
New +$25.7K 0.01% 246

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

LBA Wealth Management opened a new position in Sotheby's (BID) in Q1 2017: 600 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

222 funds tracked by Wall St. Rank hold BID as of Q1 2017.

  • LBA Wealth Management held 600 shares of Sotheby's worth $27K as of Q1 2017.
  • Sotheby's was a new LBA Wealth Management position in Q1 2017.
  • Sotheby's made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #246 holding.
  • 222 funds tracked by Wall St. Rank held Sotheby's as of Q1 2017.

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