Arete Wealth Advisors’s Loews L Stock Holding History

Arete Wealth Advisors’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
2015 Q3	–	Sell	-11,176	Closed	-$430K	–	149
2015 Q2	$430K	Sell	11,176 -67	-0.6%	-$2.73K	0.29%	77
2015 Q1	$459K	Buy	+11,243	New	+$456K	0.3%	79

Other funds holding L

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

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

Norges Bank Oslo, Norway $935B AUM

BIT

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

DSA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arete Wealth Advisors's L Position: Q3 2015 in Review

Arete Wealth Advisors sold out of Loews (L) in Q3 2015, closing a stake of 11,176 shares — an estimated $430K sold.

Arete Wealth Advisors first reported a position in L in Q1 2015 and held it in 2 quarters. The position peaked at $459K in Q1 2015. 392 funds tracked by Wall St. Rank hold L as of Q3 2015.

Arete Wealth Advisors reported no remaining Loews position as of Q3 2015 after selling out during the quarter.
Arete Wealth Advisors sold 11,176 Loews shares in Q3 2015, an estimated $430K.
Arete Wealth Advisors first reported a position in Loews in Q1 2015 and held it in 2 quarters.
Arete Wealth Advisors's Loews position peaked at $459K in Q1 2015.
392 funds tracked by Wall St. Rank held Loews as of Q3 2015.

Based on Arete Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.