AOWM
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Alpha Omega Wealth Management’s Lamb Weston LW Stock Holding History

Alpha Omega Wealth Management’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
2019
Q3 		– Sell
-1,048
Closed -$66K – 415
2019
Q2 		$66K Hold
1,048
– – 0.03% 220
2019
Q1 		$79K Hold
1,048
– – 0.04% 204
2018
Q4 		$77K Sell
1,048
-47
-4% -$3.6K 0.04% 197
2018
Q3 		$73K Sell
1,095
-50
-4% -$3.43K 0.03% 200
2018
Q2 		$78K Hold
1,145
– – 0.04% 193
2018
Q1 		$67K Hold
1,145
– – 0.03% 194
2017
Q4 		$65K Sell
1,145
-150
-12% -$7.9K 0.03% 199
2017
Q3 		$61K Sell
1,295
-200
-13% -$8.97K 0.03% 214
2017
Q2 		$66K Sell
1,495
-133
-8% -$5.84K 0.03% 207
2017
Q1 		$68K Sell
1,628
-83
-5% -$3.27K 0.04% 206
2016
Q4 		$65K Buy
+1,711
New +$58.3K 0.03% 212

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Wellington Management Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return