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Bellwether Investment Group’s Lowe's Companies LOW Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-1,853
Closed -$152K – 365
2017
Q1 		$152K Sell
1,853
-10,379
-85% -$794K 0.4% 67
2016
Q4 		$870K Buy
+12,232
New +$865K 0.78% 19
2016
Q2 		$1.01M Buy
+12,814
New +$991K 1.11% 13

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bellwether Investment Group's LOW Position: Q2 2017 in Review

Bellwether Investment Group sold out of Lowe's Companies (LOW) in Q2 2017, closing a stake of 1,853 shares — an estimated $152K sold.

Bellwether Investment Group first reported a position in LOW in Q2 2016 and held it in 3 quarters. The position peaked at $1.01M in Q2 2016. 1,276 funds tracked by Wall St. Rank hold LOW as of Q2 2017.

  • Bellwether Investment Group reported no remaining Lowe's Companies position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,853 Lowe's Companies shares in Q2 2017, an estimated $152K.
  • Bellwether Investment Group first reported a position in Lowe's Companies in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Lowe's Companies position peaked at $1.01M in Q2 2016.
  • 1,276 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.