Essex Savings Bank’s Loews L Stock Holding History

Essex Savings Bank’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	-783	Closed	-$43K	–	428
2019 Q2	$43K	Buy	783 +731	+1,406%	+$37.5K	0.02%	462
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	618
2018 Q4	$2K	Buy	+52	New	+$2.45K	﹤0.01%	624

Other funds holding L

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Savings Bank's L Position: Q3 2019 in Review

Essex Savings Bank sold out of Loews (L) in Q3 2019, closing a stake of 783 shares — an estimated $43K sold.

Essex Savings Bank first reported a position in L in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2019. 480 funds tracked by Wall St. Rank hold L as of Q3 2019.

Essex Savings Bank reported no remaining Loews position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 783 Loews shares in Q3 2019, an estimated $43K.
Essex Savings Bank first reported a position in Loews in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Loews position peaked at $43K in Q2 2019.
480 funds tracked by Wall St. Rank held Loews as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.