LWM
LION

LBA Wealth Management’s Fidelity Southern Corporation LION Stock Holding History

LBA Wealth Management’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1.52M Buy
67,840
+20,000
+42% +$465K 0.8% 18
2016
Q4 		$1.13M Buy
47,840
+17,632
+58% +$373K 0.62% 28
2016
Q3 		$556K Buy
30,208
+208
+0.7% +$3.62K 0.31% 56
2016
Q2 		$470K Hold
30,000
– – 0.26% 68
2016
Q1 		$481K Buy
+30,000
New +$491K 0.28% 63

Other funds holding LION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LBA Wealth Management increased its Fidelity Southern Corporation (LION) stake by 42% in Q1 2017, buying an estimated $465K and bringing the position to 67,840 shares worth $1.52M. The position accounts for 0.8% of the portfolio, ranked #18.

LBA Wealth Management first reported a position in LION in Q1 2016 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold LION as of Q1 2017.

  • LBA Wealth Management held 67,840 shares of Fidelity Southern Corporation worth $1.52M as of Q1 2017.
  • LBA Wealth Management bought 20,000 Fidelity Southern Corporation shares in Q1 2017, an estimated $465K.
  • Fidelity Southern Corporation made up 0.8% of LBA Wealth Management's portfolio in Q1 2017, its #18 holding.
  • LBA Wealth Management first reported a position in Fidelity Southern Corporation in Q1 2016 and has held it in 5 quarters since.
  • 116 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q1 2017.

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