Endurance Wealth Management’s Loews L Stock Holding History

Endurance 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
2016 Q4	–	Sell	-280	Closed	-$12K	–	495
2016 Q3	$12K	Hold	280	–	–	﹤0.01%	381
2016 Q2	$12K	Hold	280	–	–	﹤0.01%	367
2016 Q1	$11	Hold	280	–	–	﹤0.01%	382
2015 Q4	$11K	Hold	280	–	–	﹤0.01%	388
2015 Q3	$10K	Hold	280	–	–	﹤0.01%	400
2015 Q2	$11K	Buy	+280	New	+$11.4K	﹤0.01%	402

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Endurance Wealth Management's L Position: Q4 2016 in Review

Endurance Wealth Management sold out of Loews (L) in Q4 2016, closing a stake of 280 shares — an estimated $12K sold.

Endurance Wealth Management first reported a position in L in Q2 2015 and held it in 6 quarters. The position peaked at $12K in Q3 2016. 450 funds tracked by Wall St. Rank hold L as of Q4 2016.

Endurance Wealth Management reported no remaining Loews position as of Q4 2016 after selling out during the quarter.
Endurance Wealth Management sold 280 Loews shares in Q4 2016, an estimated $12K.
Endurance Wealth Management first reported a position in Loews in Q2 2015 and held it in 6 quarters.
Endurance Wealth Management's Loews position peaked at $12K in Q3 2016.
450 funds tracked by Wall St. Rank held Loews as of Q4 2016.

Based on Endurance Wealth Management's 13F filing for Q4 2016, filed 12 Jan 2017.