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Advisor Group’s Dow Inc DOW Stock Holding History

Advisor Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4.29M Sell
78,345
-7,386
-9% -$382K 0.03% 465
2019
Q3 		$4.09M Sell
85,731
-785
-0.9% -$36.7K 0.03% 477
2019
Q2 		$4.27M Buy
+86,516
New +$4.57M 0.03% 455

Other funds holding DOW

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's DOW Position: Q4 2019 in Review

Advisor Group reduced its Dow Inc (DOW) stake by 8.6% in Q4 2019, selling an estimated $382K and leaving 78,345 shares worth $4.29M. The position accounts for 0.03% of the portfolio, ranked #465.

Advisor Group first reported a position in DOW in Q2 2019 and has held it in 3 quarters since. 1,300 funds tracked by Wall St. Rank hold DOW as of Q4 2019.

  • Advisor Group held 78,345 shares of Dow Inc worth $4.29M as of Q4 2019.
  • Advisor Group sold 7,386 Dow Inc shares in Q4 2019, an estimated $382K.
  • Dow Inc made up 0.03% of Advisor Group's portfolio in Q4 2019, its #465 holding.
  • Advisor Group first reported a position in Dow Inc in Q2 2019 and has held it in 3 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Dow Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.