LBA Wealth Management’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$98K	Hold	1,090	–	–	0.05%	145
2016 Q4	$86K	Sell	1,090 -525	-33%	-$39.5K	0.05%	155
2016 Q3	$107K	Hold	1,615	–	–	0.06%	148
2016 Q2	$106K	Hold	1,615	–	–	0.06%	149
2016 Q1	$106K	Sell	1,615 -100	-6%	-$6.2K	0.06%	143
2015 Q4	$115K	Buy	1,715 +140	+9%	+$9.51K	0.07%	151
2015 Q3	$93K	Sell	1,575 -475	-23%	-$30.1K	0.06%	153
2015 Q2	$147K	Hold	2,050	–	–	0.09%	111
2015 Q1	$115K	Sell	2,050 -125	-6%	-$7.08K	0.07%	128
2014 Q4	$130K	Hold	2,175	–	–	0.09%	125
2014 Q3	$127K	Hold	2,175	–	–	0.09%	118
2014 Q2	$140K	Buy	+2,175	New	+$132K	0.11%	109

Other funds holding CE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

LBA Wealth Management held its Celanese (CE) position steady in Q1 2017 at 1,090 shares worth $98K. The position accounts for 0.05% of the portfolio, ranked #145.

LBA Wealth Management first reported a position in CE in Q2 2014 and has held it in 12 quarters since. The position peaked at $147K in Q2 2015. 461 funds tracked by Wall St. Rank hold CE as of Q1 2017.

LBA Wealth Management held 1,090 shares of Celanese worth $98K as of Q1 2017.
LBA Wealth Management left its Celanese share count unchanged in Q1 2017.
Celanese made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #145 holding.
LBA Wealth Management first reported a position in Celanese in Q2 2014 and has held it in 12 quarters since.
LBA Wealth Management's Celanese position peaked at $147K in Q2 2015.
461 funds tracked by Wall St. Rank held Celanese as of Q1 2017.

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