Baird’s Loews L Stock Holding History

Baird’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 Q1	$267K	Sell	6,530 -50	-0.8%	-$2.03K	﹤0.01%	1147
2014 Q4	$276K	Sell	6,580 -37,303	-85%	-$1.56M	﹤0.01%	1120
2014 Q3	$1.83M	Buy	43,883 +9,016	+26%	+$388K	0.03%	477
2014 Q2	$1.53M	Buy	34,867 +30,112	+633%	+$1.32M	0.02%	548
2014 Q1	$209K	Hold	4,755	–	–	﹤0.01%	1058
2013 Q4	$229K	Hold	4,755	–	–	﹤0.01%	1042
2013 Q3	$222K	Hold	4,755	–	–	﹤0.01%	1006
2013 Q2	$211K	Buy	+4,755	New	+$213K	﹤0.01%	986

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Baird's L Position: Q1 2015 in Review

Baird reduced its Loews (L) stake by 0.76% in Q1 2015, selling an estimated $2.03K and leaving 6,530 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Baird first reported a position in L in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.83M in Q3 2014. 425 funds tracked by Wall St. Rank hold L as of Q1 2015.

Baird held 6,530 shares of Loews worth $267K as of Q1 2015.
Baird sold 50 Loews shares in Q1 2015, an estimated $2.03K.
Loews made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1147 holding.
Baird first reported a position in Loews in Q2 2013 and has held it in 8 quarters since.
Baird's Loews position peaked at $1.83M in Q3 2014.
425 funds tracked by Wall St. Rank held Loews as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.