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LBA Wealth Management’s Fortive FTV Stock Holding History

LBA Wealth Management’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$155K Sell
4,083
-395
-9% -$14.2K 0.08% 117
2016
Q4 		$151K Sell
4,478
-2,636
-37% -$87.2K 0.08% 116
2016
Q3 		$228K Buy
+7,114
New +$228K 0.13% 103

Other funds holding FTV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LBA Wealth Management reduced its Fortive (FTV) stake by 8.8% in Q1 2017, selling an estimated $14.2K and leaving 4,083 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #117.

LBA Wealth Management first reported a position in FTV in Q3 2016 and has held it in 3 quarters since. The position peaked at $228K in Q3 2016. 774 funds tracked by Wall St. Rank hold FTV as of Q1 2017.

  • LBA Wealth Management held 4,083 shares of Fortive worth $155K as of Q1 2017.
  • LBA Wealth Management sold 395 Fortive shares in Q1 2017, an estimated $14.2K.
  • Fortive made up 0.08% of LBA Wealth Management's portfolio in Q1 2017, its #117 holding.
  • LBA Wealth Management first reported a position in Fortive in Q3 2016 and has held it in 3 quarters since.
  • LBA Wealth Management's Fortive position peaked at $228K in Q3 2016.
  • 774 funds tracked by Wall St. Rank held Fortive as of Q1 2017.

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