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Financial Advocates Investment Management’s Lamb Weston LW Stock Holding History

Financial Advocates Investment Management’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,160
Closed -$210K – 478
2018
Q3 		$210K Buy
3,160
+210
+7% +$14.4K 0.02% 472
2018
Q2 		$200K Buy
+2,950
New +$193K 0.02% 466

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Advocates Investment Management's LW Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Lamb Weston (LW) in Q4 2018, closing a stake of 3,160 shares — an estimated $210K sold.

Financial Advocates Investment Management first reported a position in LW in Q2 2018 and held it in 2 quarters. The position peaked at $210K in Q3 2018. 615 funds tracked by Wall St. Rank hold LW as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Lamb Weston position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,160 Lamb Weston shares in Q4 2018, an estimated $210K.
  • Financial Advocates Investment Management first reported a position in Lamb Weston in Q2 2018 and held it in 2 quarters.
  • Financial Advocates Investment Management's Lamb Weston position peaked at $210K in Q3 2018.
  • 615 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.