LBA Wealth Management’s Usana Health Sciences USNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$10K	Hold	180	–	–	0.01%	331
2016 Q4	$11K	Hold	180	–	–	0.01%	323
2016 Q3	$12K	Hold	180	–	–	0.01%	313
2016 Q2	$10K	Hold	180	–	–	0.01%	312
2016 Q1	$11K	Sell	180 -80	-31%	-$4.71K	0.01%	298
2015 Q4	$17K	Hold	260	–	–	0.01%	266
2015 Q3	$17K	Buy	+260	New	+$18.4K	0.01%	239

Other funds holding USNA

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

LBA Wealth Management held its Usana Health Sciences (USNA) position steady in Q1 2017 at 180 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #331.

LBA Wealth Management first reported a position in USNA in Q3 2015 and has held it in 7 quarters since. The position peaked at $17K in Q4 2015. 155 funds tracked by Wall St. Rank hold USNA as of Q1 2017.

LBA Wealth Management held 180 shares of Usana Health Sciences worth $10K as of Q1 2017.
LBA Wealth Management left its Usana Health Sciences share count unchanged in Q1 2017.
Usana Health Sciences made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #331 holding.
LBA Wealth Management first reported a position in Usana Health Sciences in Q3 2015 and has held it in 7 quarters since.
LBA Wealth Management's Usana Health Sciences position peaked at $17K in Q4 2015.
155 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2017.

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