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Avantax Planning Partners’s Loews L Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-1,642
Closed -$75K – 305
2018
Q4 		$75K Buy
1,642
+1,171
+249% +$55.2K 0.01% 264
2018
Q3 		$24K Buy
+471
New +$23.6K ﹤0.01% 656
2018
Q2 		– Sell
-1,949
Closed -$97K – 901
2018
Q1 		$97K Buy
+1,949
New +$98.5K 0.01% 411

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Avantax Planning Partners's L Position: Q1 2019 in Review

Avantax Planning Partners sold out of Loews (L) in Q1 2019, closing a stake of 1,642 shares — an estimated $75K sold.

Avantax Planning Partners first reported a position in L in Q1 2018 and held it in 3 quarters. The position peaked at $97K in Q1 2018. 480 funds tracked by Wall St. Rank hold L as of Q1 2019.

  • Avantax Planning Partners reported no remaining Loews position as of Q1 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 1,642 Loews shares in Q1 2019, an estimated $75K.
  • Avantax Planning Partners first reported a position in Loews in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Loews position peaked at $97K in Q1 2018.
  • 480 funds tracked by Wall St. Rank held Loews as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.