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Constellation Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Constellation Wealth Advisors’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
2014
Q4 		– Sell
-8,266
Closed -$437K – 188
2014
Q3 		$437K Sell
8,266
-70
-0.8% -$3.54K 0.04% 147
2014
Q2 		$400K Hold
8,336
– – 0.04% 134
2014
Q1 		$408K Hold
8,336
– – 0.04% 155
2013
Q4 		$413K Sell
8,336
-2,060
-20% -$100K 0.04% 161
2013
Q3 		$495K Buy
10,396
+448
+5% +$20.3K 0.06% 138
2013
Q2 		$407K Buy
+9,948
New +$400K 0.05% 147

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Constellation Wealth Advisors's LOW Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2014, closing a stake of 8,266 shares — an estimated $437K sold.

Constellation Wealth Advisors first reported a position in LOW in Q2 2013 and held it in 6 quarters. The position peaked at $495K in Q3 2013. 1,038 funds tracked by Wall St. Rank hold LOW as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 8,266 Lowe's Companies shares in Q4 2014, an estimated $437K.
  • Constellation Wealth Advisors first reported a position in Lowe's Companies in Q2 2013 and held it in 6 quarters.
  • Constellation Wealth Advisors's Lowe's Companies position peaked at $495K in Q3 2013.
  • 1,038 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.