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LBA Wealth Management’s PayPal PYPL Stock Holding History

LBA Wealth Management’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$247K Buy
5,730
+500
+10% +$20.9K 0.13% 95
2016
Q4 		$206K Sell
5,230
-500
-9% -$20.1K 0.11% 102
2016
Q3 		$235K Hold
5,730
– – 0.13% 100
2016
Q2 		$209K Sell
5,730
-200
-3% -$7.65K 0.12% 103
2016
Q1 		$229K Buy
5,930
+15
+0.3% +$542 0.13% 103
2015
Q4 		$214K Hold
5,915
– – 0.12% 113
2015
Q3 		$184K Buy
+5,915
New +$212K 0.12% 112

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

LBA Wealth Management increased its PayPal (PYPL) stake by 9.6% in Q1 2017, buying an estimated $20.9K and bringing the position to 5,730 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #95.

LBA Wealth Management first reported a position in PYPL in Q3 2015 and has held it in 7 quarters since. 1,068 funds tracked by Wall St. Rank hold PYPL as of Q1 2017.

  • LBA Wealth Management held 5,730 shares of PayPal worth $247K as of Q1 2017.
  • LBA Wealth Management bought 500 PayPal shares in Q1 2017, an estimated $20.9K.
  • PayPal made up 0.13% of LBA Wealth Management's portfolio in Q1 2017, its #95 holding.
  • LBA Wealth Management first reported a position in PayPal in Q3 2015 and has held it in 7 quarters since.
  • 1,068 funds tracked by Wall St. Rank held PayPal as of Q1 2017.

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