LWM
MDRX

LBA Wealth Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

LBA Wealth Management’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$5K Hold
400
– – ﹤0.01% 367
2016
Q4 		$4K Hold
400
– – ﹤0.01% 386
2016
Q3 		$5K Hold
400
– – ﹤0.01% 378
2016
Q2 		$5K Hold
400
– – ﹤0.01% 364
2016
Q1 		$5K Hold
400
– – ﹤0.01% 355
2015
Q4 		$6K Buy
+400
New +$5.74K ﹤0.01% 332

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

LBA Wealth Management held its Veradigm Inc. Common Stock (MDRX) position steady in Q1 2017 at 400 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

LBA Wealth Management first reported a position in MDRX in Q4 2015 and has held it in 6 quarters since. The position peaked at $6K in Q4 2015. 244 funds tracked by Wall St. Rank hold MDRX as of Q1 2017.

  • LBA Wealth Management held 400 shares of Veradigm Inc. Common Stock worth $5K as of Q1 2017.
  • LBA Wealth Management left its Veradigm Inc. Common Stock share count unchanged in Q1 2017.
  • Veradigm Inc. Common Stock made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #367 holding.
  • LBA Wealth Management first reported a position in Veradigm Inc. Common Stock in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Veradigm Inc. Common Stock position peaked at $6K in Q4 2015.
  • 244 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2017.

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