LBA Wealth Management’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$116K	Buy	2,086 +4	+0.2%	+$227	0.06%	139
2016 Q4	$115K	Sell	2,082 -1,104	-35%	-$55.5K	0.06%	135
2016 Q3	$141K	Buy	3,186 +64	+2%	+$3.06K	0.08%	127
2016 Q2	$148K	Hold	3,122	–	–	0.08%	120
2016 Q1	$151K	Sell	3,122 -1,050	-25%	-$51.4K	0.09%	117
2015 Q4	$227K	Buy	4,172 +1,240	+42%	+$67.3K	0.13%	109
2015 Q3	$151K	Buy	2,932 +1,100	+60%	+$60.5K	0.1%	124
2015 Q2	$103K	Hold	1,832	–	–	0.06%	130
2015 Q1	$100K	Hold	1,832	–	–	0.06%	136
2014 Q4	$100K	Hold	1,832	–	–	0.07%	140
2014 Q3	$95K	Hold	1,832	–	–	0.07%	141
2014 Q2	$96K	Hold	1,832	–	–	0.08%	141
2014 Q1	$91K	Hold	1,832	–	–	0.07%	135
2013 Q4	$83K	Buy	+1,832	New	+$79.1K	0.07%	139

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

LBA Wealth Management increased its Wells Fargo (WFC) stake by 0.19% in Q1 2017, buying an estimated $227 and bringing the position to 2,086 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #139.

LBA Wealth Management first reported a position in WFC in Q4 2013 and has held it in 14 quarters since. The position peaked at $227K in Q4 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

LBA Wealth Management held 2,086 shares of Wells Fargo worth $116K as of Q1 2017.
LBA Wealth Management bought 4 Wells Fargo shares in Q1 2017, an estimated $227.
Wells Fargo made up 0.06% of LBA Wealth Management's portfolio in Q1 2017, its #139 holding.
LBA Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Wells Fargo position peaked at $227K in Q4 2015.
1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

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