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LBA Wealth Management’s Dillards DDS Stock Holding History

LBA Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$6K – 452
2016
Q4 		$6K Hold
100
– – ﹤0.01% 353
2016
Q3 		$6K Hold
100
– – ﹤0.01% 360
2016
Q2 		$6K Hold
100
– – ﹤0.01% 345
2016
Q1 		$8K Hold
100
– – ﹤0.01% 317
2015
Q4 		$7K Buy
+100
New +$8.05K ﹤0.01% 312
2015
Q3 		– Sell
-100
Closed -$11K – 347
2015
Q2 		$11K Hold
100
– – 0.01% 236
2015
Q1 		$14K Hold
100
– – 0.01% 219
2014
Q4 		$13K Hold
100
– – 0.01% 216
2014
Q3 		$11K Hold
100
– – 0.01% 278
2014
Q2 		$12K Hold
100
– – 0.01% 201
2014
Q1 		$9K Hold
100
– – 0.01% 202
2013
Q4 		$10K Buy
+100
New +$8.66K 0.01% 207

Other funds holding DDS

ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LBA Wealth Management sold out of Dillards (DDS) in Q1 2017, closing a stake of 100 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in DDS in Q4 2013 and held it in 12 quarters. The position peaked at $14K in Q1 2015. 205 funds tracked by Wall St. Rank hold DDS as of Q1 2017.

  • LBA Wealth Management reported no remaining Dillards position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 100 Dillards shares in Q1 2017, an estimated $6K.
  • LBA Wealth Management first reported a position in Dillards in Q4 2013 and held it in 12 quarters.
  • LBA Wealth Management's Dillards position peaked at $14K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Dillards as of Q1 2017.

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