Calton & Associates’s Loews L Stock Holding History

Calton & 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
2018 Q1	–	Sell	-2,608	Closed	-$137K	–	866
2017 Q4	$137K	Buy	+2,608	New	+$129K	0.03%	416

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Calton & Associates's L Position: Q1 2018 in Review

Calton & Associates sold out of Loews (L) in Q1 2018, closing a stake of 2,608 shares — an estimated $137K sold.

Calton & Associates first reported a position in L in Q4 2017 and held it in 1 quarter. The position peaked at $137K in Q4 2017. 494 funds tracked by Wall St. Rank hold L as of Q1 2018.

Calton & Associates reported no remaining Loews position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,608 Loews shares in Q1 2018, an estimated $137K.
Calton & Associates first reported a position in Loews in Q4 2017 and held it in 1 quarter.
Calton & Associates's Loews position peaked at $137K in Q4 2017.
494 funds tracked by Wall St. Rank held Loews as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.