LWM
KTWO

LBA Wealth Management’s K2M Group Holdings, Inc KTWO Stock Holding History

LBA Wealth Management’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$6K Hold
292
– – ﹤0.01% 358
2016
Q4 		$6K Hold
292
– – ﹤0.01% 361
2016
Q3 		$5K Buy
+292
New +$4.9K ﹤0.01% 382

Other funds holding KTWO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

LBA Wealth Management held its K2M Group Holdings, Inc (KTWO) position steady in Q1 2017 at 292 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

LBA Wealth Management first reported a position in KTWO in Q3 2016 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold KTWO as of Q1 2017.

  • LBA Wealth Management held 292 shares of K2M Group Holdings, Inc worth $6K as of Q1 2017.
  • LBA Wealth Management left its K2M Group Holdings, Inc share count unchanged in Q1 2017.
  • K2M Group Holdings, Inc made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #358 holding.
  • LBA Wealth Management first reported a position in K2M Group Holdings, Inc in Q3 2016 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q1 2017.

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