CWM
L icon

Cedar Wealth Management’s Loews L Stock Holding History

Cedar Wealth Management’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
2019
Q3 		– Sell
-2,165
Closed -$118K – 162
2019
Q2 		$118K Hold
2,165
– – 0.08% 82
2019
Q1 		$104K Sell
2,165
-932
-30% -$44K 0.07% 89
2018
Q4 		$141K Sell
3,097
-50
-2% -$2.36K 0.1% 66
2018
Q3 		$158K Sell
3,147
-85
-3% -$4.26K 0.08% 66
2018
Q2 		$156K Sell
3,232
-130
-4% -$6.54K 0.09% 59
2018
Q1 		$167K Buy
3,362
+30
+0.9% +$1.52K 0.1% 63
2017
Q4 		$167K Sell
3,332
-343
-9% -$16.9K 0.1% 61
2017
Q3 		$176K Sell
3,675
-155
-4% -$7.38K 0.1% 61
2017
Q2 		$179K Sell
3,830
-180
-4% -$8.43K 0.12% 58
2017
Q1 		$188K Buy
4,010
+190
+5% +$8.88K 0.12% 55
2016
Q4 		$179K Hold
3,820
– – 0.12% 55
2016
Q3 		$157K Buy
3,820
+190
+5% +$7.8K 0.11% 43
2016
Q2 		$149K Buy
3,630
+1,420
+64% +$56.3K 0.1% 54
2016
Q1 		$85K Buy
+2,210
New +$81.3K 0.06% 53

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return