LBA Wealth Management’s Cardinal Health CAH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$45K	Hold	550	–	–	0.02%	208
2016 Q4	$40K	Sell	550 -100	-15%	-$7.23K	0.02%	209
2016 Q3	$51K	Hold	650	–	–	0.03%	196
2016 Q2	$51K	Hold	650	–	–	0.03%	193
2016 Q1	$53K	Hold	650	–	–	0.03%	189
2015 Q4	$58K	Buy	650 +100	+18%	+$8.49K	0.03%	197
2015 Q3	$42K	Sell	550 -1,115	-67%	-$93.2K	0.03%	184
2015 Q2	$139K	Sell	1,665 -75	-4%	-$6.62K	0.09%	117
2015 Q1	$157K	Sell	1,740 -375	-18%	-$32.3K	0.1%	108
2014 Q4	$171K	Sell	2,115 -200	-9%	-$15.8K	0.11%	107
2014 Q3	$173K	Hold	2,315	–	–	0.12%	91
2014 Q2	$159K	Buy	2,315 +150	+7%	+$10.2K	0.13%	96
2014 Q1	$152K	Hold	2,165	–	–	0.12%	99
2013 Q4	$145K	Buy	+2,165	New	+$132K	0.12%	92

Other funds holding CAH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

LBA Wealth Management held its Cardinal Health (CAH) position steady in Q1 2017 at 550 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #208.

LBA Wealth Management first reported a position in CAH in Q4 2013 and has held it in 14 quarters since. The position peaked at $173K in Q3 2014. 767 funds tracked by Wall St. Rank hold CAH as of Q1 2017.

LBA Wealth Management held 550 shares of Cardinal Health worth $45K as of Q1 2017.
LBA Wealth Management left its Cardinal Health share count unchanged in Q1 2017.
Cardinal Health made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #208 holding.
LBA Wealth Management first reported a position in Cardinal Health in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Cardinal Health position peaked at $173K in Q3 2014.
767 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2017.

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