LWM
MTOR

LBA Wealth Management’s MERITOR, Inc. MTOR Stock Holding History

LBA Wealth Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-450
Closed -$4K – 450
2015
Q4 		$4K Hold
450
– – ﹤0.01% 357
2015
Q3 		$5K Buy
+450
New +$5.81K ﹤0.01% 291

Other funds holding MTOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LBA Wealth Management's MTOR Position: Q1 2016 in Review

LBA Wealth Management sold out of MERITOR, Inc. (MTOR) in Q1 2016, closing a stake of 450 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in MTOR in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 158 funds tracked by Wall St. Rank hold MTOR as of Q1 2016.

  • LBA Wealth Management reported no remaining MERITOR, Inc. position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 450 MERITOR, Inc. shares in Q1 2016, an estimated $4K.
  • LBA Wealth Management first reported a position in MERITOR, Inc. in Q3 2015 and held it in 2 quarters.
  • LBA Wealth Management's MERITOR, Inc. position peaked at $5K in Q3 2015.
  • 158 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.