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Geneva Advisors’s Lowe's Companies LOW Stock Holding History

Geneva Advisors’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
2017
Q2 		$852K Sell
10,987
-225
-2% -$18.4K 0.01% 395
2017
Q1 		$922K Sell
11,212
-13
-0.1% -$995 0.02% 375
2016
Q4 		$798K Buy
11,225
+58
+0.5% +$4.1K 0.02% 392
2016
Q3 		$806K Buy
11,167
+105
+0.9% +$8.17K 0.02% 369
2016
Q2 		$876K Buy
11,062
+195
+2% +$15.1K 0.02% 333
2016
Q1 		$823K Sell
10,867
-2,832
-21% -$200K 0.02% 335
2015
Q4 		$1.04M Buy
13,699
+3,168
+30% +$235K 0.02% 299
2015
Q3 		$726K Buy
10,531
+145
+1% +$9.97K 0.01% 336
2015
Q2 		$696K Sell
10,386
-356
-3% -$25.4K 0.01% 368
2015
Q1 		$799K Sell
10,742
-675
-6% -$48.4K 0.01% 340
2014
Q4 		$785K Buy
11,417
+440
+4% +$26.3K 0.01% 333
2014
Q3 		$581K Sell
10,977
-3,188
-23% -$161K 0.01% 396
2014
Q2 		$680K Buy
14,165
+813
+6% +$37.9K 0.01% 381
2014
Q1 		$653K Buy
13,352
+4,480
+50% +$216K 0.01% 346
2013
Q4 		$440K Sell
8,872
-9,061
-51% -$440K 0.01% 350
2013
Q3 		$854K Buy
17,933
+11,300
+170% +$513K 0.02% 271
2013
Q2 		$271K Buy
+6,633
New +$267K 0.01% 353

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geneva Advisors's LOW Position: Q2 2017 in Review

Geneva Advisors reduced its Lowe's Companies (LOW) stake by 2% in Q2 2017, selling an estimated $18.4K and leaving 10,987 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #395.

Geneva Advisors first reported a position in LOW in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2015. 1,277 funds tracked by Wall St. Rank hold LOW as of Q2 2017.

  • Geneva Advisors held 10,987 shares of Lowe's Companies worth $852K as of Q2 2017.
  • Geneva Advisors sold 225 Lowe's Companies shares in Q2 2017, an estimated $18.4K.
  • Lowe's Companies made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #395 holding.
  • Geneva Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Lowe's Companies position peaked at $1.04M in Q4 2015.
  • 1,277 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.