LBA Wealth Management’s Danaher DHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$879K	Hold	11,592	–	–	0.46%	38
2016 Q4	$800K	Sell	11,592 -23	-0.2%	-$1.6K	0.44%	40
2016 Q3	$807K	Sell	11,615 -2,900	-20%	-$206K	0.46%	39
2016 Q2	$985K	Buy	14,515 +520	+4%	+$34K	0.55%	35
2016 Q1	$892K	Buy	13,995 +692	+5%	+$41.3K	0.52%	35
2015 Q4	$830K	Buy	13,303 +37	+0.3%	+$2.32K	0.48%	35
2015 Q3	$760K	Buy	13,266 +731	+6%	+$43.2K	0.48%	34
2015 Q2	$721K	Buy	12,535 +431	+4%	+$24.7K	0.45%	39
2015 Q1	$691K	Buy	12,104 +1,689	+16%	+$96.9K	0.44%	41
2014 Q4	$600K	Buy	10,415 +1,426	+16%	+$77.3K	0.4%	45
2014 Q3	$459K	Buy	8,989 +1,103	+14%	+$56.7K	0.32%	49
2014 Q2	$417K	Buy	7,886 +75	+1%	+$3.85K	0.34%	54
2014 Q1	$394K	Buy	7,811 +283	+4%	+$14.4K	0.32%	56
2013 Q4	$391K	Buy	+7,528	New	+$370K	0.32%	58

Other funds holding DHR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LBA Wealth Management held its Danaher (DHR) position steady in Q1 2017 at 11,592 shares worth $879K. The position accounts for 0.46% of the portfolio, ranked #38.

LBA Wealth Management first reported a position in DHR in Q4 2013 and has held it in 14 quarters since. The position peaked at $985K in Q2 2016. 1,126 funds tracked by Wall St. Rank hold DHR as of Q1 2017.

LBA Wealth Management held 11,592 shares of Danaher worth $879K as of Q1 2017.
LBA Wealth Management left its Danaher share count unchanged in Q1 2017.
Danaher made up 0.46% of LBA Wealth Management's portfolio in Q1 2017, its #38 holding.
LBA Wealth Management first reported a position in Danaher in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Danaher position peaked at $985K in Q2 2016.
1,126 funds tracked by Wall St. Rank held Danaher as of Q1 2017.

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