Gary Goldberg Planning Services’s Lowe's Companies LOW Stock Holding History

Gary Goldberg Planning Services’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$110K	Sell	1,604 -5,579	-78%	-$334K	0.05%	138
2014 Q3	$380K	Sell	7,183 -724	-9%	-$36.6K	0.16%	80
2014 Q2	$379K	Sell	7,907 -109	-1%	-$5.08K	0.17%	76
2014 Q1	$392K	Buy	8,016 +1,396	+21%	+$67.4K	0.19%	72
2013 Q4	$328K	Buy	6,620 +707	+12%	+$34.4K	0.19%	72
2013 Q3	$282K	Buy	5,913 +3,942	+200%	+$179K	0.17%	80
2013 Q2	$81K	Buy	+1,971	New	+$79.3K	0.05%	139

Other funds holding LOW

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

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

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

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

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

BIT

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's LOW Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Lowe's Companies (LOW) stake by 78% in Q4 2014, selling an estimated $334K and leaving 1,604 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #138.

Gary Goldberg Planning Services first reported a position in LOW in Q2 2013 and has held it in 7 quarters since. The position peaked at $392K in Q1 2014. 1,038 funds tracked by Wall St. Rank hold LOW as of Q4 2014.

Gary Goldberg Planning Services held 1,604 shares of Lowe's Companies worth $110K as of Q4 2014.
Gary Goldberg Planning Services sold 5,579 Lowe's Companies shares in Q4 2014, an estimated $334K.
Lowe's Companies made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #138 holding.
Gary Goldberg Planning Services first reported a position in Lowe's Companies in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Lowe's Companies position peaked at $392K in Q1 2014.
1,038 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.