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Acorn Wealth Advisors’s Lamb Weston LW Stock Holding History

Acorn Wealth Advisors’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-410
Closed -$28K – 303
2018
Q2 		$28K Hold
410
– – 0.02% 347
2018
Q1 		$27K Sell
410
-23
-5% -$1.3K 0.02% 350
2017
Q4 		$25K Buy
+433
New +$22.8K 0.02% 347

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acorn Wealth Advisors's LW Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Lamb Weston (LW) in Q3 2018, closing a stake of 410 shares — an estimated $28K sold.

Acorn Wealth Advisors first reported a position in LW in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q2 2018. 544 funds tracked by Wall St. Rank hold LW as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Lamb Weston position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 410 Lamb Weston shares in Q3 2018, an estimated $28K.
  • Acorn Wealth Advisors first reported a position in Lamb Weston in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Lamb Weston position peaked at $28K in Q2 2018.
  • 544 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.