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LBA Wealth Management’s Intel INTC Stock Holding History

LBA Wealth Management’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1.56M Sell
43,146
-338
-0.8% -$12.2K 0.82% 17
2016
Q4 		$1.58M Buy
43,484
+254
+0.6% +$9.1K 0.86% 16
2016
Q3 		$1.63M Buy
43,230
+250
+0.6% +$8.85K 0.92% 16
2016
Q2 		$1.41M Buy
42,980
+934
+2% +$29.3K 0.79% 21
2016
Q1 		$1.36M Sell
42,046
-593
-1% -$18.2K 0.79% 20
2015
Q4 		$1.47M Buy
42,639
+180
+0.4% +$6.08K 0.85% 19
2015
Q3 		$1.28M Buy
42,459
+2,219
+6% +$64.2K 0.81% 20
2015
Q2 		$1.22M Buy
40,240
+455
+1% +$14.7K 0.77% 26
2015
Q1 		$1.24M Buy
39,785
+3,270
+9% +$110K 0.78% 25
2014
Q4 		$1.32M Sell
36,515
-2,502
-6% -$87K 0.88% 20
2014
Q3 		$1.36M Buy
39,017
+360
+0.9% +$12.2K 0.94% 20
2014
Q2 		$1.19M Sell
38,657
-194
-0.5% -$5.32K 0.97% 20
2014
Q1 		$1M Sell
38,851
-535
-1% -$13.4K 0.82% 28
2013
Q4 		$1.02M Buy
+39,386
New +$953K 0.84% 28

Other funds holding INTC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LBA Wealth Management reduced its Intel (INTC) stake by 0.78% in Q1 2017, selling an estimated $12.2K and leaving 43,146 shares worth $1.56M. The position accounts for 0.82% of the portfolio, ranked #17.

LBA Wealth Management first reported a position in INTC in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.63M in Q3 2016. 1,952 funds tracked by Wall St. Rank hold INTC as of Q1 2017.

  • LBA Wealth Management held 43,146 shares of Intel worth $1.56M as of Q1 2017.
  • LBA Wealth Management sold 338 Intel shares in Q1 2017, an estimated $12.2K.
  • Intel made up 0.82% of LBA Wealth Management's portfolio in Q1 2017, its #17 holding.
  • LBA Wealth Management first reported a position in Intel in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Intel position peaked at $1.63M in Q3 2016.
  • 1,952 funds tracked by Wall St. Rank held Intel as of Q1 2017.

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