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LBA Wealth Management’s PJT Partners PJT Stock Holding History

LBA Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1K Hold
41
– – ﹤0.01% 431
2016
Q4 		$1K Sell
41
-48
-54% -$1.38K ﹤0.01% 434
2016
Q3 		$2K Hold
89
– – ﹤0.01% 415
2016
Q2 		$2K Buy
89
+2
+2% +$48 ﹤0.01% 401
2016
Q1 		$2K Hold
87
– – ﹤0.01% 392
2015
Q4 		$2K Buy
+87
New +$1.99K ﹤0.01% 382

Other funds holding PJT

SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

LBA Wealth Management held its PJT Partners (PJT) position steady in Q1 2017 at 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

LBA Wealth Management first reported a position in PJT in Q4 2015 and has held it in 6 quarters since. The position peaked at $2K in Q3 2016. 194 funds tracked by Wall St. Rank hold PJT as of Q1 2017.

  • LBA Wealth Management held 41 shares of PJT Partners worth $1K as of Q1 2017.
  • LBA Wealth Management left its PJT Partners share count unchanged in Q1 2017.
  • PJT Partners made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #431 holding.
  • LBA Wealth Management first reported a position in PJT Partners in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's PJT Partners position peaked at $2K in Q3 2016.
  • 194 funds tracked by Wall St. Rank held PJT Partners as of Q1 2017.

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