LBA Wealth Management’s Eli Lilly LLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$87K	Hold	1,035	–	–	0.05%	157
2016 Q4	$76K	Sell	1,035 -125	-11%	-$9.31K	0.04%	163
2016 Q3	$93K	Buy	1,160 +50	+5%	+$4K	0.05%	157
2016 Q2	$87K	Buy	1,110 +50	+5%	+$3.76K	0.05%	160
2016 Q1	$76K	Sell	1,060 -80	-7%	-$6.05K	0.04%	170
2015 Q4	$96K	Sell	1,140 -880	-44%	-$73K	0.06%	165
2015 Q3	$169K	Buy	2,020 +880	+77%	+$74.3K	0.11%	116
2015 Q2	$95K	Buy	1,140 +125	+12%	+$9.53K	0.06%	135
2015 Q1	$74K	Buy	1,015 +165	+19%	+$11.7K	0.05%	153
2014 Q4	$59K	Sell	850 -1,090	-56%	-$73.6K	0.04%	159
2014 Q3	$126K	Hold	1,940	–	–	0.09%	119
2014 Q2	$121K	Sell	1,940 -1,090	-36%	-$65K	0.1%	123
2014 Q1	$178K	Hold	3,030	–	–	0.15%	85
2013 Q4	$155K	Buy	+3,030	New	+$152K	0.13%	89

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LBA Wealth Management held its Eli Lilly (LLY) position steady in Q1 2017 at 1,035 shares worth $87K. The position accounts for 0.05% of the portfolio, ranked #157.

LBA Wealth Management first reported a position in LLY in Q4 2013 and has held it in 14 quarters since. The position peaked at $178K in Q1 2014. 1,249 funds tracked by Wall St. Rank hold LLY as of Q1 2017.

LBA Wealth Management held 1,035 shares of Eli Lilly worth $87K as of Q1 2017.
LBA Wealth Management left its Eli Lilly share count unchanged in Q1 2017.
Eli Lilly made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #157 holding.
LBA Wealth Management first reported a position in Eli Lilly in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Eli Lilly position peaked at $178K in Q1 2014.
1,249 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2017.

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