LBA Wealth Management’s Scansource SCSC Stock Holding History

LBA Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$2K	Hold	60	–	–	﹤0.01%	416
2016 Q4	$2K	Buy	+60	New	+$2.23K	﹤0.01%	417

Other funds holding SCSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LBA Wealth Management held its Scansource (SCSC) position steady in Q1 2017 at 60 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

LBA Wealth Management first reported a position in SCSC in Q4 2016 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold SCSC as of Q1 2017.

LBA Wealth Management held 60 shares of Scansource worth $2K as of Q1 2017.
LBA Wealth Management left its Scansource share count unchanged in Q1 2017.
Scansource made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #416 holding.
LBA Wealth Management first reported a position in Scansource in Q4 2016 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held Scansource as of Q1 2017.

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