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Focused Wealth Management’s Lamb Weston LW Stock Holding History

Focused Wealth 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
2017
Q4 		– Sell
-32
Closed -$2K – 719
2017
Q3 		$2K Buy
32
+16
+100% +$718 ﹤0.01% 579
2017
Q2 		$1K Hold
16
– – ﹤0.01% 669
2017
Q1 		$1K Hold
16
– – ﹤0.01% 650
2016
Q4 		$1K Buy
+16
New +$545 ﹤0.01% 649

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Focused Wealth Management's LW Position: Q4 2017 in Review

Focused Wealth Management sold out of Lamb Weston (LW) in Q4 2017, closing a stake of 32 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in LW in Q4 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2017. 506 funds tracked by Wall St. Rank hold LW as of Q4 2017.

  • Focused Wealth Management reported no remaining Lamb Weston position as of Q4 2017 after selling out during the quarter.
  • Focused Wealth Management sold 32 Lamb Weston shares in Q4 2017, an estimated $2K.
  • Focused Wealth Management first reported a position in Lamb Weston in Q4 2016 and held it in 4 quarters.
  • Focused Wealth Management's Lamb Weston position peaked at $2K in Q3 2017.
  • 506 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.