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LBA Wealth Management’s Nike NKE Stock Holding History

LBA Wealth Management’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-275
Closed -$14K – 476
2016
Q3 		$14K Sell
275
-459
-63% -$25.9K 0.01% 292
2016
Q2 		$41K Hold
734
– – 0.02% 208
2016
Q1 		$45K Sell
734
-600
-45% -$36.2K 0.03% 201
2015
Q4 		$83K Buy
1,334
+734
+122% +$47.3K 0.05% 177
2015
Q3 		$37K Buy
+600
New +$33.9K 0.02% 191
2014
Q1 		– Sell
-200
Closed -$8K – 267
2013
Q4 		$8K Buy
+200
New +$7.66K 0.01% 220

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's NKE Position: Q4 2016 in Review

LBA Wealth Management sold out of Nike (NKE) in Q4 2016, closing a stake of 275 shares — an estimated $14K sold.

LBA Wealth Management first reported a position in NKE in Q4 2013 and held it in 6 quarters. The position peaked at $83K in Q4 2015. 1,318 funds tracked by Wall St. Rank hold NKE as of Q4 2016.

  • LBA Wealth Management reported no remaining Nike position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 275 Nike shares in Q4 2016, an estimated $14K.
  • LBA Wealth Management first reported a position in Nike in Q4 2013 and held it in 6 quarters.
  • LBA Wealth Management's Nike position peaked at $83K in Q4 2015.
  • 1,318 funds tracked by Wall St. Rank held Nike as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.