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LBA Wealth Management’s Bank OZK OZK Stock Holding History

LBA Wealth Management’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$21K Hold
400
– – 0.01% 266
2016
Q4 		$21K Buy
+400
New +$17.8K 0.01% 262
2014
Q4 		– Sell
-171
Closed -$5K – 362
2014
Q3 		$5K Buy
+171
New +$5.52K ﹤0.01% 338

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

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

LBA Wealth Management held its Bank OZK (OZK) position steady in Q1 2017 at 400 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #266.

LBA Wealth Management first reported a position in OZK in Q3 2014 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold OZK as of Q1 2017.

  • LBA Wealth Management held 400 shares of Bank OZK worth $21K as of Q1 2017.
  • LBA Wealth Management left its Bank OZK share count unchanged in Q1 2017.
  • Bank OZK made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #266 holding.
  • LBA Wealth Management first reported a position in Bank OZK in Q3 2014 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Bank OZK as of Q1 2017.

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