Financial Architects (New Jersey)’s Loews L Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-4,000	Closed	-$187K	–	1544
2017 Q2	$187K	Buy	+4,000	New	+$187K	0.03%	325

Other funds holding L

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s L Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Loews (L) in Q3 2020, closing a stake of 645 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in L in Q2 2013 and held it in 27 quarters. The position peaked at $928K in Q4 2013. 402 funds tracked by Wall St. Rank hold L as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Loews position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 645 Loews shares in Q3 2020, an estimated $22K.
Financial Architects (New Jersey) first reported a position in Loews in Q2 2013 and held it in 27 quarters.
Financial Architects (New Jersey)'s Loews position peaked at $928K in Q4 2013.
402 funds tracked by Wall St. Rank held Loews as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.