AWMS
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Advocacy Wealth Management Services’s Loews L Stock Holding History

Advocacy Wealth Management Services’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 		– Sell
-200
Closed -$10K – 150
2019
Q3 		$10K Hold
200
– – 0.01% 126
2019
Q2 		$11K Buy
+200
New +$10.3K 0.01% 124

Other funds holding L

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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

Advocacy Wealth Management Services's L Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of Loews (L) in Q4 2019, closing a stake of 200 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in L in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 479 funds tracked by Wall St. Rank hold L as of Q4 2019.

  • Advocacy Wealth Management Services reported no remaining Loews position as of Q4 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 Loews shares in Q4 2019, an estimated $10K.
  • Advocacy Wealth Management Services first reported a position in Loews in Q2 2019 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Loews position peaked at $11K in Q2 2019.
  • 479 funds tracked by Wall St. Rank held Loews as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.