GIM
L icon

Greystone Investment Management’s Loews L Stock Holding History

Greystone Investment 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
2014
Q1 		– Sell
-153,215
Closed -$7.39M – 60
2013
Q4 		$7.39M Sell
153,215
-805
-0.5% -$38.5K 2.94% 16
2013
Q3 		$7.2M Buy
154,020
+250
+0.2% +$11.5K 3.06% 16
2013
Q2 		$6.83M Buy
+153,770
New +$6.89M 2.9% 17

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Greystone Investment Management's L Position: Q1 2014 in Review

Greystone Investment Management sold out of Loews (L) in Q1 2014, closing a stake of 153,215 shares — an estimated $7.39M sold.

Greystone Investment Management first reported a position in L in Q2 2013 and held it in 3 quarters. The position peaked at $7.39M in Q4 2013. 426 funds tracked by Wall St. Rank hold L as of Q1 2014.

  • Greystone Investment Management reported no remaining Loews position as of Q1 2014 after selling out during the quarter.
  • Greystone Investment Management sold 153,215 Loews shares in Q1 2014, an estimated $7.39M.
  • Greystone Investment Management first reported a position in Loews in Q2 2013 and held it in 3 quarters.
  • Greystone Investment Management's Loews position peaked at $7.39M in Q4 2013.
  • 426 funds tracked by Wall St. Rank held Loews as of Q1 2014.

Based on Greystone Investment Management's 13F filing for Q1 2014, filed 7 May 2014.