First Allied Advisory Services’s Loews L Stock Holding History

First Allied Advisory Services’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
2020 Q3	–	Sell	-6,804	Closed	-$233K	–	1209
2020 Q2	$233K	Buy	6,804 +71	+1%	+$2.39K	0.01%	931
2020 Q1	$235K	Buy	6,733 +786	+13%	+$37.1K	0.01%	867
2019 Q4	$314K	Sell	5,947 -472	-7%	-$23.8K	0.01%	912
2019 Q3	$331K	Buy	6,419 +885	+16%	+$45.7K	0.01%	848
2019 Q2	$303K	Sell	5,534 -372	-6%	-$19.1K	0.01%	888
2019 Q1	$283K	Buy	5,906 +148	+3%	+$6.99K	0.01%	897
2018 Q4	$262K	Buy	5,758 +630	+12%	+$29.7K	0.01%	836
2018 Q3	$258K	Buy	+5,128	New	+$257K	0.01%	980

Other funds holding L

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Allied Advisory Services's L Position: Q3 2020 in Review

First Allied Advisory Services sold out of Loews (L) in Q3 2020, closing a stake of 6,804 shares — an estimated $233K sold.

First Allied Advisory Services first reported a position in L in Q3 2018 and held it in 8 quarters. The position peaked at $331K in Q3 2019. 401 funds tracked by Wall St. Rank hold L as of Q3 2020.

First Allied Advisory Services reported no remaining Loews position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 6,804 Loews shares in Q3 2020, an estimated $233K.
First Allied Advisory Services first reported a position in Loews in Q3 2018 and held it in 8 quarters.
First Allied Advisory Services's Loews position peaked at $331K in Q3 2019.
401 funds tracked by Wall St. Rank held Loews as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.