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Cascade Investment Advisors’s Loews L Stock Holding History

Cascade Investment Advisors’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
2017
Q3 		– Sell
-4,950
Closed -$232K – 182
2017
Q2 		$232K Sell
4,950
-2,470
-33% -$116K 0.2% 92
2017
Q1 		$347K Sell
7,420
-125
-2% -$5.84K 0.3% 79
2016
Q4 		$353K Buy
+7,545
New +$331K 0.3% 72
2016
Q2 		$1.01M Buy
+24,620
New +$977K 0.97% 55

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascade Investment Advisors's L Position: Q3 2017 in Review

Cascade Investment Advisors sold out of Loews (L) in Q3 2017, closing a stake of 4,950 shares — an estimated $232K sold.

Cascade Investment Advisors first reported a position in L in Q2 2016 and held it in 4 quarters. The position peaked at $1.01M in Q2 2016. 469 funds tracked by Wall St. Rank hold L as of Q3 2017.

  • Cascade Investment Advisors reported no remaining Loews position as of Q3 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 4,950 Loews shares in Q3 2017, an estimated $232K.
  • Cascade Investment Advisors first reported a position in Loews in Q2 2016 and held it in 4 quarters.
  • Cascade Investment Advisors's Loews position peaked at $1.01M in Q2 2016.
  • 469 funds tracked by Wall St. Rank held Loews as of Q3 2017.

Based on Cascade Investment Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.