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Boulder Growth & Income Fund shares owned by LBA Wealth Management

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by LBA Wealth Management from 13F filings

Historical chart of LBA Wealth Management investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by LBA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $2.0k 245 8.16
2016-12-31 $2.0k 245 8.16

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding Boulder Growth & Income Fund

Brooklyn Capital Management
Pathstone Holdings
JP Wealth Management
Allspring Global Investments Holdings
1607 Capital Partners
CSS
Shaker Financial Services
CNH Partners
National Asset Management
Cohen & Steers Capital Management
Wolverine Asset Management
Blue Bell Private Wealth Management
Almitas Capital
Karpus Investment Management
Flagship Harbor Advisors

View all funds holding Boulder Growth & Income Fund