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Carlton Hofferkamp & Jenks Wealth Management’s Lowe's Companies LOW Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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
2018
Q2 		– Sell
-2,850
Closed -$244K – 88
2018
Q1 		$244K Sell
2,850
-175
-6% -$16.6K 0.16% 80
2017
Q4 		$281K Buy
+3,025
New +$250K 0.18% 81

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's LOW Position: Q2 2018 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Lowe's Companies (LOW) in Q2 2018, closing a stake of 2,850 shares — an estimated $244K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in LOW in Q4 2017 and held it in 2 quarters. The position peaked at $281K in Q4 2017. 1,478 funds tracked by Wall St. Rank hold LOW as of Q2 2018.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Lowe's Companies position as of Q2 2018 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 2,850 Lowe's Companies shares in Q2 2018, an estimated $244K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Lowe's Companies in Q4 2017 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Lowe's Companies position peaked at $281K in Q4 2017.
  • 1,478 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2018.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2018, filed 6 Jul 2018.