LWM
QVCGA

LBA Wealth Management’s QVC Group Inc Series A QVCGA Stock Holding History

LBA Wealth Management’s Portfolio QVCGA Stock Details QVCGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$7K Hold
7
– – ﹤0.01% 344
2016
Q4 		$7K Hold
7
– – ﹤0.01% 349
2016
Q3 		$7K Hold
7
– – ﹤0.01% 352
2016
Q2 		$8K Hold
7
– – ﹤0.01% 323
2016
Q1 		$8K Hold
7
– – ﹤0.01% 320
2015
Q4 		$9K Buy
+7
New +$9.18K 0.01% 302

Other funds holding QVCGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

LBA Wealth Management held its QVC Group Inc Series A (QVCGA) position steady in Q1 2017 at 7 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

LBA Wealth Management first reported a position in QVCGA in Q4 2015 and has held it in 6 quarters since. The position peaked at $9K in Q4 2015. 385 funds tracked by Wall St. Rank hold QVCGA as of Q1 2017.

  • LBA Wealth Management held 7 shares of QVC Group Inc Series A worth $7K as of Q1 2017.
  • LBA Wealth Management left its QVC Group Inc Series A share count unchanged in Q1 2017.
  • QVC Group Inc Series A made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #344 holding.
  • LBA Wealth Management first reported a position in QVC Group Inc Series A in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's QVC Group Inc Series A position peaked at $9K in Q4 2015.
  • 385 funds tracked by Wall St. Rank held QVC Group Inc Series A as of Q1 2017.

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