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LBA Wealth Management’s CF Industries CF Stock Holding History

LBA Wealth Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$359K Buy
12,235
+1,100
+10% +$35.9K 0.19% 79
2016
Q4 		$351K Buy
11,135
+1,775
+19% +$47.7K 0.19% 80
2016
Q3 		$228K Buy
9,360
+1,760
+23% +$43K 0.13% 102
2016
Q2 		$183K Buy
7,600
+3,075
+68% +$91.3K 0.1% 110
2016
Q1 		$142K Buy
4,525
+125
+3% +$4.08K 0.08% 123
2015
Q4 		$180K Sell
4,400
-400
-8% -$18.9K 0.1% 122
2015
Q3 		$216K Sell
4,800
-800
-14% -$46.5K 0.14% 103
2015
Q2 		$360K Buy
5,600
+250
+5% +$15.2K 0.23% 75
2015
Q1 		$304K Buy
5,350
+550
+11% +$32.8K 0.19% 88
2014
Q4 		$262K Buy
4,800
+2,375
+98% +$125K 0.17% 85
2014
Q3 		$135K Buy
2,425
+25
+1% +$1.27K 0.09% 117
2014
Q2 		$115K Sell
2,400
-175
-7% -$8.56K 0.09% 127
2014
Q1 		$134K Buy
2,575
+300
+13% +$14.6K 0.11% 109
2013
Q4 		$106K Buy
+2,275
New +$99.5K 0.09% 124

Other funds holding CF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LBA Wealth Management increased its CF Industries (CF) stake by 9.9% in Q1 2017, buying an estimated $35.9K and bringing the position to 12,235 shares worth $359K. The position accounts for 0.19% of the portfolio, ranked #79.

LBA Wealth Management first reported a position in CF in Q4 2013 and has held it in 14 quarters since. The position peaked at $360K in Q2 2015. 443 funds tracked by Wall St. Rank hold CF as of Q1 2017.

  • LBA Wealth Management held 12,235 shares of CF Industries worth $359K as of Q1 2017.
  • LBA Wealth Management bought 1,100 CF Industries shares in Q1 2017, an estimated $35.9K.
  • CF Industries made up 0.19% of LBA Wealth Management's portfolio in Q1 2017, its #79 holding.
  • LBA Wealth Management first reported a position in CF Industries in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's CF Industries position peaked at $360K in Q2 2015.
  • 443 funds tracked by Wall St. Rank held CF Industries as of Q1 2017.

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