LWM
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LBA Wealth Management’s Marriott International MAR Stock Holding History

LBA Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$662K Hold
7,025
– – 0.35% 54
2016
Q4 		$581K Buy
7,025
+175
+3% +$13.2K 0.32% 57
2016
Q3 		$461K Buy
+6,850
New +$483K 0.26% 69

Other funds holding MAR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

LBA Wealth Management held its Marriott International (MAR) position steady in Q1 2017 at 7,025 shares worth $662K. The position accounts for 0.35% of the portfolio, ranked #54.

LBA Wealth Management first reported a position in MAR in Q3 2016 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold MAR as of Q1 2017.

  • LBA Wealth Management held 7,025 shares of Marriott International worth $662K as of Q1 2017.
  • LBA Wealth Management left its Marriott International share count unchanged in Q1 2017.
  • Marriott International made up 0.35% of LBA Wealth Management's portfolio in Q1 2017, its #54 holding.
  • LBA Wealth Management first reported a position in Marriott International in Q3 2016 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Marriott International as of Q1 2017.

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