LBA Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$17K	Hold	412	–	–	0.01%	283
2016 Q4	$16K	Hold	412	–	–	0.01%	279
2016 Q3	$16K	Buy	+412	New	+$15.9K	0.01%	282

Other funds holding IMCB

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LBA Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2017 at 412 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #283.

LBA Wealth Management first reported a position in IMCB in Q3 2016 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold IMCB as of Q1 2017.

LBA Wealth Management held 412 shares of iShares Morningstar Mid-Cap ETF worth $17K as of Q1 2017.
LBA Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2017.
iShares Morningstar Mid-Cap ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #283 holding.
LBA Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2016 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2017.

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