LWM
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LBA Wealth Management’s Owens Corning OC Stock Holding History

LBA Wealth Management’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10
Closed -$1K – 465
2016
Q4 		$1K Hold
10
– – ﹤0.01% 432
2016
Q3 		$1K Hold
10
– – ﹤0.01% 436
2016
Q2 		$1K Buy
+10
New +$498 ﹤0.01% 427

Other funds holding OC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

LBA Wealth Management sold out of Owens Corning (OC) in Q1 2017, closing a stake of 10 shares — an estimated $1K sold.

LBA Wealth Management first reported a position in OC in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 358 funds tracked by Wall St. Rank hold OC as of Q1 2017.

  • LBA Wealth Management reported no remaining Owens Corning position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 10 Owens Corning shares in Q1 2017, an estimated $1K.
  • LBA Wealth Management first reported a position in Owens Corning in Q2 2016 and held it in 3 quarters.
  • LBA Wealth Management's Owens Corning position peaked at $1K in Q4 2016.
  • 358 funds tracked by Wall St. Rank held Owens Corning as of Q1 2017.

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