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LBA Wealth Management’s Penske Automotive Group PAG Stock Holding History

LBA Wealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$5K Hold
100
– – ﹤0.01% 364
2016
Q4 		$5K Hold
100
– – ﹤0.01% 366
2016
Q3 		$5K Hold
100
– – ﹤0.01% 373
2016
Q2 		$3K Hold
100
– – ﹤0.01% 392
2016
Q1 		$4K Hold
100
– – ﹤0.01% 363
2015
Q4 		$4K Buy
+100
New +$4.71K ﹤0.01% 354

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LBA Wealth Management held its Penske Automotive Group (PAG) position steady in Q1 2017 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

LBA Wealth Management first reported a position in PAG in Q4 2015 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold PAG as of Q1 2017.

  • LBA Wealth Management held 100 shares of Penske Automotive Group worth $5K as of Q1 2017.
  • LBA Wealth Management left its Penske Automotive Group share count unchanged in Q1 2017.
  • Penske Automotive Group made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #364 holding.
  • LBA Wealth Management first reported a position in Penske Automotive Group in Q4 2015 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2017.

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