LBA Wealth Management’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

LBA Wealth Management’s Portfolio NGVC Stock Details NGVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$2K	Buy	+200	New	+$2.39K	﹤0.01%	414

Other funds holding NGVC

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCM

Rockshelter Capital Management Canonsburg, Pennsylvania $224M AUM 6.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

LBA Wealth Management opened a new position in Vitamin Cottage Natural Grocers (NGVC) in Q1 2017: 200 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

65 funds tracked by Wall St. Rank hold NGVC as of Q1 2017.

LBA Wealth Management held 200 shares of Vitamin Cottage Natural Grocers worth $2K as of Q1 2017.
Vitamin Cottage Natural Grocers was a new LBA Wealth Management position in Q1 2017.
Vitamin Cottage Natural Grocers made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #414 holding.
65 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q1 2017.

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