Bedel Financial Consulting’s Loews L Stock Holding History

Bedel Financial Consulting’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 Q3	–	Sell	-260	Closed	-$14K	–	760
2019 Q2	$14K	Hold	260	–	–	0.01%	437
2019 Q1	$12K	Buy	260 +1	+0.4%	+$47	0.01%	463
2018 Q4	$12K	Hold	259	–	–	0.01%	433
2018 Q3	$12K	Hold	259	–	–	0.01%	462
2018 Q2	$12K	Buy	259 +1	+0.4%	+$50	0.01%	454
2018 Q1	$13K	Buy	+258	New	+$13K	0.01%	437

Other funds holding L

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's L Position: Q3 2019 in Review

Bedel Financial Consulting sold out of Loews (L) in Q3 2019, closing a stake of 260 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in L in Q1 2018 and held it in 6 quarters. The position peaked at $14K in Q2 2019. 479 funds tracked by Wall St. Rank hold L as of Q3 2019.

Bedel Financial Consulting reported no remaining Loews position as of Q3 2019 after selling out during the quarter.
Bedel Financial Consulting sold 260 Loews shares in Q3 2019, an estimated $14K.
Bedel Financial Consulting first reported a position in Loews in Q1 2018 and held it in 6 quarters.
Bedel Financial Consulting's Loews position peaked at $14K in Q2 2019.
479 funds tracked by Wall St. Rank held Loews as of Q3 2019.

Based on Bedel Financial Consulting's 13F filing for Q3 2019, filed 9 Oct 2019.