LWM
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LBA Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

LBA Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$356K Hold
2,506
– – 0.19% 80
2016
Q4 		$288K Sell
2,506
-17
-0.7% -$2.09K 0.16% 85
2016
Q3 		$324K Buy
2,523
+76
+3% +$9.44K 0.18% 87
2016
Q2 		$280K Buy
2,447
+17
+0.7% +$1.96K 0.16% 92
2016
Q1 		$277K Sell
2,430
-1,200
-33% -$127K 0.16% 96
2015
Q4 		$380K Buy
3,630
+230
+7% +$23.6K 0.22% 82
2015
Q3 		$306K Buy
+3,400
New +$312K 0.19% 88
2014
Q4 		– Sell
-500
Closed -$40K – 352
2014
Q3 		$40K Buy
+500
New +$36.7K 0.03% 181

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LBA Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q1 2017 at 2,506 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #80.

LBA Wealth Management first reported a position in META in Q3 2014 and has held it in 8 quarters since. The position peaked at $380K in Q4 2015. 1,889 funds tracked by Wall St. Rank hold META as of Q1 2017.

  • LBA Wealth Management held 2,506 shares of Meta Platforms (Facebook) worth $356K as of Q1 2017.
  • LBA Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q1 2017.
  • Meta Platforms (Facebook) made up 0.19% of LBA Wealth Management's portfolio in Q1 2017, its #80 holding.
  • LBA Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2014 and has held it in 8 quarters since.
  • LBA Wealth Management's Meta Platforms (Facebook) position peaked at $380K in Q4 2015.
  • 1,889 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2017.

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