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

Concert 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
2017
Q3 		– Sell
-3,410
Closed -$264K – 88
2017
Q2 		$264K Sell
3,410
-8,935
-72% -$730K 0.26% 112
2017
Q1 		$874K Sell
12,345
-102
-0.8% -$7.81K 0.2% 148
2016
Q4 		$881K Sell
12,447
-2,997
-19% -$212K 0.2% 150
2016
Q3 		$1.11M Sell
15,444
-835
-5% -$64.9K 0.13% 199
2016
Q2 		$1.29M Buy
16,279
+2,508
+18% +$194K 0.17% 168
2016
Q1 		$1.04M Buy
13,771
+315
+2% +$22.2K 0.14% 188
2015
Q4 		$1.02M Buy
13,456
+10
+0.1% +$743 0.14% 184
2015
Q3 		$934K Sell
13,446
-2,346
-15% -$161K 0.13% 212
2015
Q2 		$1.06M Sell
15,792
-915
-5% -$65.2K 0.14% 190
2015
Q1 		$823K Buy
16,707
+6,009
+56% +$431K 0.24% 120
2014
Q4 		$741K Buy
10,698
+1,558
+17% +$93.3K 0.11% 239
2014
Q3 		$484K Sell
9,140
-334
-4% -$16.9K 0.07% 272
2014
Q2 		$436K Sell
9,474
-299
-3% -$13.9K 0.05% 315
2014
Q1 		$480K Sell
9,773
-1,332
-12% -$64.3K 0.06% 282
2013
Q4 		$552K Sell
11,105
-183
-2% -$8.89K 0.07% 243
2013
Q3 		$540K Buy
11,288
+734
+7% +$33.3K 0.08% 239
2013
Q2 		$429K Buy
+10,554
New +$425K 0.06% 250

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's LOW Position: Q3 2017 in Review

Concert Wealth Management sold out of Lowe's Companies (LOW) in Q3 2017, closing a stake of 3,410 shares — an estimated $264K sold.

Concert Wealth Management first reported a position in LOW in Q2 2013 and held it in 17 quarters. The position peaked at $1.29M in Q2 2016. 1,280 funds tracked by Wall St. Rank hold LOW as of Q3 2017.

  • Concert Wealth Management reported no remaining Lowe's Companies position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,410 Lowe's Companies shares in Q3 2017, an estimated $264K.
  • Concert Wealth Management first reported a position in Lowe's Companies in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Lowe's Companies position peaked at $1.29M in Q2 2016.
  • 1,280 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.