Financial Partners Capital Management’s Lamb Weston LW Stock Holding History

Financial Partners Capital 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	$300K	Sell	4,074 -1,756	-30%	-$134K	0.1%	66
2018 Q3	$388K	Sell	5,830 -331	-5%	-$22.7K	0.11%	61
2018 Q2	$422K	Sell	6,161 -58	-0.9%	-$3.79K	0.13%	58
2018 Q1	$362K	Sell	6,219 -150	-2%	-$8.49K	0.11%	62
2017 Q4	$360K	Sell	6,369 -100	-2%	-$5.27K	0.07%	103
2017 Q3	$303K	Sell	6,469 -66	-1%	-$2.96K	0.06%	105
2017 Q2	$288K	Hold	6,535	–	–	0.06%	105
2017 Q1	$275K	Sell	6,535 -632	-9%	-$24.9K	0.06%	101
2016 Q4	$271K	Buy	+7,167	New	+$244K	0.07%	97

Other funds holding LW

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Partners Capital Management's LW Position: Q4 2018 in Review

Financial Partners Capital Management reduced its Lamb Weston (LW) stake by 30% in Q4 2018, selling an estimated $134K and leaving 4,074 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #66.

Financial Partners Capital Management first reported a position in LW in Q4 2016 and has held it in 9 quarters since. The position peaked at $422K in Q2 2018. 614 funds tracked by Wall St. Rank hold LW as of Q4 2018.

Financial Partners Capital Management held 4,074 shares of Lamb Weston worth $300K as of Q4 2018.
Financial Partners Capital Management sold 1,756 Lamb Weston shares in Q4 2018, an estimated $134K.
Lamb Weston made up 0.1% of Financial Partners Capital Management's portfolio in Q4 2018, its #66 holding.
Financial Partners Capital Management first reported a position in Lamb Weston in Q4 2016 and has held it in 9 quarters since.
Financial Partners Capital Management's Lamb Weston position peaked at $422K in Q2 2018.
614 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.