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Advisor Group’s Loews L Stock Holding History

Advisor Group’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$407K Sell
7,759
-16,452
-68% -$830K ﹤0.01% 1825
2019
Q3 		$1.25M Buy
24,211
+761
+3% +$39.3K 0.01% 1013
2019
Q2 		$1.28M Buy
23,450
+834
+4% +$42.8K 0.01% 972
2019
Q1 		$1.08M Buy
22,616
+605
+3% +$28.6K 0.01% 1036
2018
Q4 		$1M Buy
22,011
+15,077
+217% +$711K 0.01% 941
2018
Q3 		$349K Sell
6,934
-30
-0.4% -$1.5K ﹤0.01% 1742
2018
Q2 		$337K Sell
6,964
-620
-8% -$31.2K ﹤0.01% 1608
2018
Q1 		$378K Buy
7,584
+3,163
+72% +$160K 0.01% 1518
2017
Q4 		$221K Buy
4,421
+432
+11% +$21.3K ﹤0.01% 1914
2017
Q3 		$192K Buy
3,989
+66
+2% +$3.14K ﹤0.01% 1890
2017
Q2 		$183K Buy
3,923
+947
+32% +$44.4K ﹤0.01% 1849
2017
Q1 		$139K Sell
2,976
-158
-5% -$7.39K ﹤0.01% 1928
2016
Q4 		$146K Buy
3,134
+441
+16% +$19.3K ﹤0.01% 1797
2016
Q3 		$111K Sell
2,693
-1,052
-28% -$43.2K ﹤0.01% 1925
2016
Q2 		$152K Buy
+3,745
New +$149K ﹤0.01% 1649

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's L Position: Q4 2019 in Review

Advisor Group reduced its Loews (L) stake by 68% in Q4 2019, selling an estimated $830K and leaving 7,759 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Advisor Group first reported a position in L in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2019. 479 funds tracked by Wall St. Rank hold L as of Q4 2019.

  • Advisor Group held 7,759 shares of Loews worth $407K as of Q4 2019.
  • Advisor Group sold 16,452 Loews shares in Q4 2019, an estimated $830K.
  • Loews made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1825 holding.
  • Advisor Group first reported a position in Loews in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Loews position peaked at $1.28M in Q2 2019.
  • 479 funds tracked by Wall St. Rank held Loews as of Q4 2019.

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