LWM
CAR icon

LBA Wealth Management’s Avis CAR Stock Holding History

LBA Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$3K Hold
100
– – ﹤0.01% 386
2016
Q4 		$4K Hold
100
– – ﹤0.01% 375
2016
Q3 		$3K Hold
100
– – ﹤0.01% 398
2016
Q2 		$3K Hold
100
– – ﹤0.01% 383
2016
Q1 		$3K Hold
100
– – ﹤0.01% 372
2015
Q4 		$4K Buy
+100
New +$4.21K ﹤0.01% 347

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LBA Wealth Management held its Avis (CAR) position steady in Q1 2017 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

LBA Wealth Management first reported a position in CAR in Q4 2015 and has held it in 6 quarters since. The position peaked at $4K in Q4 2016. 249 funds tracked by Wall St. Rank hold CAR as of Q1 2017.

  • LBA Wealth Management held 100 shares of Avis worth $3K as of Q1 2017.
  • LBA Wealth Management left its Avis share count unchanged in Q1 2017.
  • Avis made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #386 holding.
  • LBA Wealth Management first reported a position in Avis in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Avis position peaked at $4K in Q4 2016.
  • 249 funds tracked by Wall St. Rank held Avis as of Q1 2017.

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