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Cavalier Investments’s Lowe's Companies LOW Stock Holding History

Cavalier Investments’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
2016
Q1 		– Sell
-19,000
Closed -$1.45M – 121
2015
Q4 		$1.45M Hold
19,000
– – 0.86% 21
2015
Q3 		$1.31M Buy
+19,000
New +$1.31M 1.1% 20

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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cavalier Investments's LOW Position: Q1 2016 in Review

Cavalier Investments sold out of Lowe's Companies (LOW) in Q1 2016, closing a stake of 19,000 shares — an estimated $1.45M sold.

Cavalier Investments first reported a position in LOW in Q3 2015 and held it in 2 quarters. The position peaked at $1.45M in Q4 2015. 1,177 funds tracked by Wall St. Rank hold LOW as of Q1 2016.

  • Cavalier Investments reported no remaining Lowe's Companies position as of Q1 2016 after selling out during the quarter.
  • Cavalier Investments sold 19,000 Lowe's Companies shares in Q1 2016, an estimated $1.45M.
  • Cavalier Investments first reported a position in Lowe's Companies in Q3 2015 and held it in 2 quarters.
  • Cavalier Investments's Lowe's Companies position peaked at $1.45M in Q4 2015.
  • 1,177 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2016.

Based on Cavalier Investments's 13F filing for Q1 2016, filed 13 May 2016.