LWM
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LBA Wealth Management’s Martin Marietta Materials MLM Stock Holding History

LBA Wealth Management’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$44K – 462
2016
Q4 		$44K Buy
+200
New +$41.1K 0.02% 203

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LBA Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2017, closing a stake of 200 shares — an estimated $44K sold.

LBA Wealth Management first reported a position in MLM in Q4 2016 and held it in 1 quarter. The position peaked at $44K in Q4 2016. 500 funds tracked by Wall St. Rank hold MLM as of Q1 2017.

  • LBA Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 200 Martin Marietta Materials shares in Q1 2017, an estimated $44K.
  • LBA Wealth Management first reported a position in Martin Marietta Materials in Q4 2016 and held it in 1 quarter.
  • LBA Wealth Management's Martin Marietta Materials position peaked at $44K in Q4 2016.
  • 500 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2017.

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