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LBA Wealth Management’s Icahn Enterprises IEP Stock Holding History

LBA Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$79K Hold
1,549
– – 0.04% 163
2016
Q4 		$93K Hold
1,549
– – 0.05% 147
2016
Q3 		$78K Hold
1,549
– – 0.04% 167
2016
Q2 		$84K Hold
1,549
– – 0.05% 166
2016
Q1 		$98K Buy
+1,549
New +$89.1K 0.06% 152

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LBA Wealth Management held its Icahn Enterprises (IEP) position steady in Q1 2017 at 1,549 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #163.

LBA Wealth Management first reported a position in IEP in Q1 2016 and has held it in 5 quarters since. The position peaked at $98K in Q1 2016. 85 funds tracked by Wall St. Rank hold IEP as of Q1 2017.

  • LBA Wealth Management held 1,549 shares of Icahn Enterprises worth $79K as of Q1 2017.
  • LBA Wealth Management left its Icahn Enterprises share count unchanged in Q1 2017.
  • Icahn Enterprises made up 0.04% of LBA Wealth Management's portfolio in Q1 2017, its #163 holding.
  • LBA Wealth Management first reported a position in Icahn Enterprises in Q1 2016 and has held it in 5 quarters since.
  • LBA Wealth Management's Icahn Enterprises position peaked at $98K in Q1 2016.
  • 85 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2017.

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