LBA Wealth Management’s NVIDIA NVDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.37M	Sell	503,000 -19,000	-4%	-$50.6K	0.72%	21
2016 Q4	$1.39M	Sell	522,000 -216,000	-29%	-$451K	0.76%	19
2016 Q3	$1.26M	Sell	738,000 -99,000	-12%	-$146K	0.71%	23
2016 Q2	$984K	Sell	837,000 -14,000	-2%	-$14.4K	0.55%	36
2016 Q1	$758K	Buy	851,000 +26,000	+3%	+$19.8K	0.44%	43
2015 Q4	$680K	Sell	825,000 -16,000	-2%	-$12.1K	0.39%	47
2015 Q3	$518K	Sell	841,000 -12,000	-1%	-$6.49K	0.33%	57
2015 Q2	$429K	Buy	853,000 +32,000	+4%	+$17.4K	0.27%	66
2015 Q1	$429K	Buy	821,000 +234,000	+40%	+$124K	0.27%	63
2014 Q4	$294K	Buy	587,000 +258,000	+78%	+$126K	0.19%	72
2014 Q3	$152K	Buy	329,000 +35,000	+12%	+$16.5K	0.11%	105
2014 Q2	$136K	Sell	294,000 -3,000	-1%	-$1.4K	0.11%	112
2014 Q1	$133K	Buy	297,000 +87,000	+41%	+$37.2K	0.11%	112
2013 Q4	$84K	Buy	+210,000	New	+$81.3K	0.07%	138

Other funds holding NVDA

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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 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

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LBA Wealth Management reduced its NVIDIA (NVDA) stake by 3.6% in Q1 2017, selling an estimated $50.6K and leaving 503,000 shares worth $1.37M. The position accounts for 0.72% of the portfolio, ranked #21.

LBA Wealth Management first reported a position in NVDA in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.39M in Q4 2016. 860 funds tracked by Wall St. Rank hold NVDA as of Q1 2017.

LBA Wealth Management held 503,000 shares of NVIDIA worth $1.37M as of Q1 2017.
LBA Wealth Management sold 19,000 NVIDIA shares in Q1 2017, an estimated $50.6K.
NVIDIA made up 0.72% of LBA Wealth Management's portfolio in Q1 2017, its #21 holding.
LBA Wealth Management first reported a position in NVIDIA in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's NVIDIA position peaked at $1.39M in Q4 2016.
860 funds tracked by Wall St. Rank held NVIDIA as of Q1 2017.

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