LWM
KLXI

LBA Wealth Management’s KLX Inc. KLXI Stock Holding History

LBA Wealth Management’s Portfolio KLXI Stock Details KLXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$0 Hold
1
– – ﹤0.01% 478
2016
Q4 		$0 Hold
1
– – ﹤0.01% 497
2016
Q3 		$0 Hold
1
– – ﹤0.01% 483
2016
Q2 		$0 Hold
1
– – ﹤0.01% 467
2016
Q1 		$0 Hold
1
– – ﹤0.01% 452
2015
Q4 		$0 Hold
1
– – ﹤0.01% 425
2015
Q3 		$0 Hold
1
– – ﹤0.01% 380
2015
Q2 		$0 Hold
1
– – ﹤0.01% 337
2015
Q1 		$0 Hold
1
– – ﹤0.01% 320
2014
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 423

Other funds holding KLXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

LBA Wealth Management held its KLX Inc. (KLXI) position steady in Q1 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #478.

LBA Wealth Management first reported a position in KLXI in Q4 2014 and has held it in 10 quarters since. 230 funds tracked by Wall St. Rank hold KLXI as of Q1 2017.

  • LBA Wealth Management held 1 share of KLX Inc. worth $0 as of Q1 2017.
  • LBA Wealth Management left its KLX Inc. share count unchanged in Q1 2017.
  • KLX Inc. made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #478 holding.
  • LBA Wealth Management first reported a position in KLX Inc. in Q4 2014 and has held it in 10 quarters since.
  • 230 funds tracked by Wall St. Rank held KLX Inc. as of Q1 2017.

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