LWM
GTS

LBA Wealth Management’s Triple-S Management Corporation GTS Stock Holding History

LBA Wealth Management’s Portfolio GTS Stock Details GTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$11K Hold
663
– – 0.01% 321
2016
Q4 		$13K Hold
663
– – 0.01% 305
2016
Q3 		$14K Hold
663
– – 0.01% 297
2016
Q2 		$15K Hold
663
– – 0.01% 278
2016
Q1 		$16K Buy
+663
New +$14.9K 0.01% 269

Other funds holding GTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LBA Wealth Management held its Triple-S Management Corporation (GTS) position steady in Q1 2017 at 663 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #321.

LBA Wealth Management first reported a position in GTS in Q1 2016 and has held it in 5 quarters since. The position peaked at $16K in Q1 2016. 97 funds tracked by Wall St. Rank hold GTS as of Q1 2017.

  • LBA Wealth Management held 663 shares of Triple-S Management Corporation worth $11K as of Q1 2017.
  • LBA Wealth Management left its Triple-S Management Corporation share count unchanged in Q1 2017.
  • Triple-S Management Corporation made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #321 holding.
  • LBA Wealth Management first reported a position in Triple-S Management Corporation in Q1 2016 and has held it in 5 quarters since.
  • LBA Wealth Management's Triple-S Management Corporation position peaked at $16K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Triple-S Management Corporation as of Q1 2017.

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