CT Financial Advisors’s Loews L Stock Holding History

CT Financial Advisors’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
2017 Q1	$295K	Hold	6,300	–	–	0.18%	121
2016 Q4	$295K	Hold	6,300	–	–	0.19%	117
2016 Q3	$259K	Hold	6,300	–	–	0.16%	122
2016 Q2	$259K	Hold	6,300	–	–	0.16%	120
2016 Q1	$241K	Hold	6,300	–	–	0.14%	129
2015 Q4	$242K	Hold	6,300	–	–	0.14%	129
2015 Q3	$228K	Hold	6,300	–	–	0.14%	127
2015 Q2	$243K	Hold	6,300	–	–	0.14%	131
2015 Q1	$257K	Hold	6,300	–	–	0.14%	128
2014 Q4	$265K	Buy	+6,300	New	+$264K	0.2%	93
2014 Q1	$257K	Buy	+6,300	New	+$282K	0.14%	128

Other funds holding L

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CT Financial Advisors's L Position: Q1 2017 in Review

CT Financial Advisors held its Loews (L) position steady in Q1 2017 at 6,300 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #121.

CT Financial Advisors first reported a position in L in Q1 2014 and has held it in 11 quarters since. The position peaked at $295K in Q4 2016. 449 funds tracked by Wall St. Rank hold L as of Q1 2017.

CT Financial Advisors held 6,300 shares of Loews worth $295K as of Q1 2017.
CT Financial Advisors left its Loews share count unchanged in Q1 2017.
Loews made up 0.18% of CT Financial Advisors's portfolio in Q1 2017, its #121 holding.
CT Financial Advisors first reported a position in Loews in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Loews position peaked at $295K in Q4 2016.
449 funds tracked by Wall St. Rank held Loews as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.