LBA Wealth Management’s Twilio TWLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$32K	–	483
2016 Q3	$32K	Buy	+500	New	+$25K	0.02%	237

Other funds holding TWLO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FFIM

Founders Fund II Management San Francisco, California $1.32M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

USG2

Union Square GP 2008 New York $172M AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LBA Wealth Management's TWLO Position: Q4 2016 in Review

LBA Wealth Management sold out of Twilio (TWLO) in Q4 2016, closing a stake of 500 shares — an estimated $32K sold.

LBA Wealth Management first reported a position in TWLO in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 153 funds tracked by Wall St. Rank hold TWLO as of Q4 2016.

LBA Wealth Management reported no remaining Twilio position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 500 Twilio shares in Q4 2016, an estimated $32K.
LBA Wealth Management first reported a position in Twilio in Q3 2016 and held it in 1 quarter.
LBA Wealth Management's Twilio position peaked at $32K in Q3 2016.
153 funds tracked by Wall St. Rank held Twilio as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.