Golden State Wealth Management’s Loews L Stock Holding History

Golden State Wealth 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
2019 Q4	–	Sell	-900	Closed	-$46K	–	547
2019 Q3	$46K	Hold	900	–	–	0.02%	449
2019 Q2	$49K	Hold	900	–	–	0.02%	461
2019 Q1	$43K	Buy	+900	New	+$42.5K	0.01%	482

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Golden State Wealth Management's L Position: Q4 2019 in Review

Golden State Wealth Management sold out of Loews (L) in Q4 2019, closing a stake of 900 shares — an estimated $46K sold.

Golden State Wealth Management first reported a position in L in Q1 2019 and held it in 3 quarters. The position peaked at $49K in Q2 2019. 479 funds tracked by Wall St. Rank hold L as of Q4 2019.

Golden State Wealth Management reported no remaining Loews position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 900 Loews shares in Q4 2019, an estimated $46K.
Golden State Wealth Management first reported a position in Loews in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Loews position peaked at $49K in Q2 2019.
479 funds tracked by Wall St. Rank held Loews as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.