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Fiduciary Financial Services of The Southwest’s Dow Inc DOW Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.55M Buy
46,611
+2,630
+6% +$136K 0.67% 47
2019
Q3 		$2.1M Buy
43,981
+10,502
+31% +$492K 0.56% 53
2019
Q2 		$1.65M Buy
+33,479
New +$1.77M 0.47% 60

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's DOW Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Dow Inc (DOW) stake by 6% in Q4 2019, buying an estimated $136K and bringing the position to 46,611 shares worth $2.55M. The position accounts for 0.67% of the portfolio, ranked #47.

Fiduciary Financial Services of The Southwest first reported a position in DOW in Q2 2019 and has held it in 3 quarters since. 1,301 funds tracked by Wall St. Rank hold DOW as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 46,611 shares of Dow Inc worth $2.55M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest bought 2,630 Dow Inc shares in Q4 2019, an estimated $136K.
  • Dow Inc made up 0.67% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #47 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Dow Inc in Q2 2019 and has held it in 3 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Dow Inc as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.