CWM
LOW icon

Catamount Wealth Management’s Lowe's Companies LOW Stock Holding History

Catamount 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
2015
Q2 		– Sell
-3,300
Closed -$245K – 210
2015
Q1 		$245K Buy
3,300
+100
+3% +$7.17K 0.2% 30
2014
Q4 		$220K Buy
+3,200
New +$192K 0.21% 30

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Catamount Wealth Management's LOW Position: Q2 2015 in Review

Catamount Wealth Management sold out of Lowe's Companies (LOW) in Q2 2015, closing a stake of 3,300 shares — an estimated $245K sold.

Catamount Wealth Management first reported a position in LOW in Q4 2014 and held it in 2 quarters. The position peaked at $245K in Q1 2015. 1,086 funds tracked by Wall St. Rank hold LOW as of Q2 2015.

  • Catamount Wealth Management reported no remaining Lowe's Companies position as of Q2 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 3,300 Lowe's Companies shares in Q2 2015, an estimated $245K.
  • Catamount Wealth Management first reported a position in Lowe's Companies in Q4 2014 and held it in 2 quarters.
  • Catamount Wealth Management's Lowe's Companies position peaked at $245K in Q1 2015.
  • 1,086 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2015.

Based on Catamount Wealth Management's 13F filing for Q2 2015, filed 22 Jun 2016.