LWM
HDP

LBA Wealth Management’s Hortonworks, Inc. HDP Stock Holding History

LBA Wealth Management’s Portfolio HDP Stock Details HDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$17K Hold
1,700
– – 0.01% 288
2016
Q4 		$14K Buy
1,700
+300
+21% +$2.5K 0.01% 293
2016
Q3 		$12K Buy
1,400
+700
+100% +$6.64K 0.01% 314
2016
Q2 		$7K Buy
+700
New +$7.9K ﹤0.01% 336

Other funds holding HDP

PC
Passport Capital San Francisco, California $394M AUM 50.67% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

LBA Wealth Management held its Hortonworks, Inc. (HDP) position steady in Q1 2017 at 1,700 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #288.

LBA Wealth Management first reported a position in HDP in Q2 2016 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold HDP as of Q1 2017.

  • LBA Wealth Management held 1,700 shares of Hortonworks, Inc. worth $17K as of Q1 2017.
  • LBA Wealth Management left its Hortonworks, Inc. share count unchanged in Q1 2017.
  • Hortonworks, Inc. made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #288 holding.
  • LBA Wealth Management first reported a position in Hortonworks, Inc. in Q2 2016 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Hortonworks, Inc. as of Q1 2017.

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