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Braun-Bostich & Associates’s Loews L Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-152
Closed -$5K – 296
2020
Q2 		$5K Hold
152
– – ﹤0.01% 264
2020
Q1 		$5K Hold
152
– – 0.01% 251
2019
Q4 		$8K Buy
+152
New +$7.67K 0.01% 259
2019
Q3 		– Sell
-823
Closed -$45K – 201
2019
Q2 		$45K Sell
823
-1,188
-59% -$61K 0.05% 195
2019
Q1 		$96K Sell
2,011
-346
-15% -$16.3K 0.1% 162
2018
Q4 		$107K Hold
2,357
– – 0.11% 133
2018
Q3 		$118K Buy
2,357
+181
+8% +$9.08K 0.11% 129
2018
Q2 		$105K Buy
2,176
+2,019
+1,286% +$102K 0.11% 134
2018
Q1 		$8K Buy
+157
New +$7.94K 0.01% 270

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Braun-Bostich & Associates's L Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Loews (L) in Q3 2020, closing a stake of 152 shares — an estimated $5K sold.

Braun-Bostich & Associates first reported a position in L in Q1 2018 and held it in 9 quarters. The position peaked at $118K in Q3 2018. 401 funds tracked by Wall St. Rank hold L as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Loews position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 152 Loews shares in Q3 2020, an estimated $5K.
  • Braun-Bostich & Associates first reported a position in Loews in Q1 2018 and held it in 9 quarters.
  • Braun-Bostich & Associates's Loews position peaked at $118K in Q3 2018.
  • 401 funds tracked by Wall St. Rank held Loews as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.