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LBA Wealth Management’s Cisco CSCO Stock Holding History

LBA Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1.67M Buy
49,296
+100
+0.2% +$3.24K 0.88% 16
2016
Q4 		$1.49M Sell
49,196
-200
-0.4% -$6.1K 0.81% 17
2016
Q3 		$1.57M Buy
49,396
+125
+0.3% +$3.85K 0.88% 18
2016
Q2 		$1.41M Buy
49,271
+969
+2% +$27.2K 0.79% 20
2016
Q1 		$1.38M Buy
48,302
+345
+0.7% +$8.88K 0.79% 19
2015
Q4 		$1.3M Buy
47,957
+4,635
+11% +$128K 0.75% 23
2015
Q3 		$1.14M Sell
43,322
-1,993
-4% -$53.8K 0.72% 26
2015
Q2 		$1.24M Buy
45,315
+375
+0.8% +$10.8K 0.78% 24
2015
Q1 		$1.24M Buy
44,940
+125
+0.3% +$3.52K 0.78% 26
2014
Q4 		$1.25M Buy
44,815
+447
+1% +$11.5K 0.83% 22
2014
Q3 		$1.12M Buy
44,368
+163
+0.4% +$4.1K 0.78% 28
2014
Q2 		$1.1M Buy
44,205
+147
+0.3% +$3.5K 0.9% 26
2014
Q1 		$988K Sell
44,058
-370
-0.8% -$8.18K 0.81% 29
2013
Q4 		$997K Buy
+44,428
New +$983K 0.82% 31

Other funds holding CSCO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

LBA Wealth Management increased its Cisco (CSCO) stake by 0.2% in Q1 2017, buying an estimated $3.24K and bringing the position to 49,296 shares worth $1.67M. The position accounts for 0.88% of the portfolio, ranked #16.

LBA Wealth Management first reported a position in CSCO in Q4 2013 and has held it in 14 quarters since. 1,944 funds tracked by Wall St. Rank hold CSCO as of Q1 2017.

  • LBA Wealth Management held 49,296 shares of Cisco worth $1.67M as of Q1 2017.
  • LBA Wealth Management bought 100 Cisco shares in Q1 2017, an estimated $3.24K.
  • Cisco made up 0.88% of LBA Wealth Management's portfolio in Q1 2017, its #16 holding.
  • LBA Wealth Management first reported a position in Cisco in Q4 2013 and has held it in 14 quarters since.
  • 1,944 funds tracked by Wall St. Rank held Cisco as of Q1 2017.

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