Formidable Asset Management’s Loews L Stock Holding History

Formidable Asset Management’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
2016 Q2	–	Sell	-58	Closed	-$2K	–	309
2016 Q1	$2K	Sell	58 -70	-55%	-$2.58K	﹤0.01%	460
2015 Q4	$4K	Hold	128	–	–	﹤0.01%	474
2015 Q3	$4K	Hold	128	–	–	﹤0.01%	519
2015 Q2	$5K	Hold	128	–	–	﹤0.01%	433
2015 Q1	$5K	Hold	128	–	–	﹤0.01%	428
2014 Q4	$5K	Hold	128	–	–	﹤0.01%	395
2014 Q3	$6K	Hold	128	–	–	﹤0.01%	377
2014 Q2	$6K	Hold	128	–	–	﹤0.01%	409
2014 Q1	$6K	Hold	128	–	–	﹤0.01%	365
2013 Q4	$6K	Sell	128 -180	-58%	-$8.6K	﹤0.01%	391
2013 Q3	$14K	Buy	+308	New	+$14.2K	0.01%	265

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Formidable Asset Management's L Position: Q2 2016 in Review

Formidable Asset Management sold out of Loews (L) in Q2 2016, closing a stake of 58 shares — an estimated $2K sold.

Formidable Asset Management first reported a position in L in Q3 2013 and held it in 11 quarters. The position peaked at $14K in Q3 2013. 432 funds tracked by Wall St. Rank hold L as of Q2 2016.

Formidable Asset Management reported no remaining Loews position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 58 Loews shares in Q2 2016, an estimated $2K.
Formidable Asset Management first reported a position in Loews in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Loews position peaked at $14K in Q3 2013.
432 funds tracked by Wall St. Rank held Loews as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.