Aris Wealth Services’s Lowe's Companies LOW Stock Holding History

Aris Wealth Services’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$31K	Sell	443 -14,436	-97%	-$993K	0.07%	125
2015 Q2	$997K	Buy	14,879 +346	+2%	+$24.7K	0.91%	26
2015 Q1	$1.08M	Buy	14,533 +539	+4%	+$38.6K	1.01%	19
2014 Q4	$963K	Sell	13,994 -211	-1%	-$12.6K	1.07%	20
2014 Q3	$752K	Buy	14,205 +507	+4%	+$25.6K	0.93%	26
2014 Q2	$657K	Buy	13,698 +308	+2%	+$14.4K	0.86%	33
2014 Q1	$655K	Sell	13,390 -1,238	-8%	-$59.7K	0.96%	26
2013 Q4	$725K	Buy	14,628 +513	+4%	+$24.9K	1.22%	18
2013 Q3	$672K	Buy	14,115 +2,684	+23%	+$122K	1.23%	16
2013 Q2	$468K	Buy	+11,431	New	+$460K	1%	27

Other funds holding LOW

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's LOW Position: Q3 2015 in Review

Aris Wealth Services reduced its Lowe's Companies (LOW) stake by 97% in Q3 2015, selling an estimated $993K and leaving 443 shares worth $31K. The position accounts for 0.07% of the portfolio, ranked #125.

Aris Wealth Services first reported a position in LOW in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2015. 1,092 funds tracked by Wall St. Rank hold LOW as of Q3 2015.

Aris Wealth Services held 443 shares of Lowe's Companies worth $31K as of Q3 2015.
Aris Wealth Services sold 14,436 Lowe's Companies shares in Q3 2015, an estimated $993K.
Lowe's Companies made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #125 holding.
Aris Wealth Services first reported a position in Lowe's Companies in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Lowe's Companies position peaked at $1.08M in Q1 2015.
1,092 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.