Alpha Cubed Investments’s Loews L Stock Holding History

Alpha Cubed Investments’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
2014 Q3	–	Sell	-23,849	Closed	-$1.05M	–	168
2014 Q2	$1.05M	Buy	+23,849	New	+$1.04M	0.47%	74

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alpha Cubed Investments's L Position: Q3 2014 in Review

Alpha Cubed Investments sold out of Loews (L) in Q3 2014, closing a stake of 23,849 shares — an estimated $1.05M sold.

Alpha Cubed Investments first reported a position in L in Q2 2014 and held it in 1 quarter. The position peaked at $1.05M in Q2 2014. 429 funds tracked by Wall St. Rank hold L as of Q3 2014.

Alpha Cubed Investments reported no remaining Loews position as of Q3 2014 after selling out during the quarter.
Alpha Cubed Investments sold 23,849 Loews shares in Q3 2014, an estimated $1.05M.
Alpha Cubed Investments first reported a position in Loews in Q2 2014 and held it in 1 quarter.
Alpha Cubed Investments's Loews position peaked at $1.05M in Q2 2014.
429 funds tracked by Wall St. Rank held Loews as of Q3 2014.

Based on Alpha Cubed Investments's 13F filing for Q3 2014, filed 28 Oct 2014.