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LBA Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

LBA Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$50K Buy
+500
New +$44.9K 0.03% 196

Other funds holding VAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LBA Wealth Management opened a new position in Marriott Vacations Worldwide (VAC) in Q1 2017: 500 shares worth $50K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings.

240 funds tracked by Wall St. Rank hold VAC as of Q1 2017.

  • LBA Wealth Management held 500 shares of Marriott Vacations Worldwide worth $50K as of Q1 2017.
  • Marriott Vacations Worldwide was a new LBA Wealth Management position in Q1 2017.
  • Marriott Vacations Worldwide made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #196 holding.
  • 240 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2017.

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