LBA Wealth Management’s Lam Research LRCX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$142K	Sell	11,100 -2,500	-18%	-$29.4K	0.07%	119
2016 Q4	$144K	Sell	13,600 -1,600	-11%	-$16.3K	0.08%	119
2016 Q3	$144K	Hold	15,200	–	–	0.08%	124
2016 Q2	$128K	Hold	15,200	–	–	0.07%	133
2016 Q1	$126K	Sell	15,200 -1,000	-6%	-$7.27K	0.07%	131
2015 Q4	$129K	Hold	16,200	–	–	0.07%	144
2015 Q3	$106K	Sell	16,200 -1,000	-6%	-$7.33K	0.07%	142
2015 Q2	$140K	Sell	17,200 -1,000	-5%	-$7.85K	0.09%	116
2015 Q1	$128K	Sell	18,200 -3,750	-17%	-$29.6K	0.08%	121
2014 Q4	$174K	Hold	21,950	–	–	0.12%	106
2014 Q3	$164K	Hold	21,950	–	–	0.11%	99
2014 Q2	$148K	Buy	+21,950	New	+$131K	0.12%	104

Other funds holding LRCX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

LBA Wealth Management reduced its Lam Research (LRCX) stake by 18% in Q1 2017, selling an estimated $29.4K and leaving 11,100 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #119.

LBA Wealth Management first reported a position in LRCX in Q2 2014 and has held it in 12 quarters since. The position peaked at $174K in Q4 2014. 669 funds tracked by Wall St. Rank hold LRCX as of Q1 2017.

LBA Wealth Management held 11,100 shares of Lam Research worth $142K as of Q1 2017.
LBA Wealth Management sold 2,500 Lam Research shares in Q1 2017, an estimated $29.4K.
Lam Research made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #119 holding.
LBA Wealth Management first reported a position in Lam Research in Q2 2014 and has held it in 12 quarters since.
LBA Wealth Management's Lam Research position peaked at $174K in Q4 2014.
669 funds tracked by Wall St. Rank held Lam Research as of Q1 2017.

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