LBA Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$45K	Hold	1,502	–	–	0.02%	209
2016 Q4	$40K	Hold	1,502	–	–	0.02%	210
2016 Q3	$43K	Buy	+1,502	New	+$42.1K	0.02%	214

Other funds holding GEM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LBA Wealth Management held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q1 2017 at 1,502 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #209.

LBA Wealth Management first reported a position in GEM in Q3 2016 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold GEM as of Q1 2017.

LBA Wealth Management held 1,502 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $45K as of Q1 2017.
LBA Wealth Management left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q1 2017.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #209 holding.
LBA Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2016 and has held it in 3 quarters since.
41 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2017.

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