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Guardian Investor Services’s Loews L Stock Holding History

Guardian Investor Services’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
2015
Q1 		$85K Hold
2,071
– – 0.07% 331
2014
Q4 		$87K Sell
2,071
-94
-4% -$3.94K 0.07% 319
2014
Q3 		$90K Sell
2,165
-112
-5% -$4.82K 0.07% 312
2014
Q2 		$100K Sell
2,277
-82
-3% -$3.58K 0.08% 309
2014
Q1 		$104K Sell
2,359
-103
-4% -$4.61K 0.08% 301
2013
Q4 		$119K Hold
2,462
– – 0.09% 272
2013
Q3 		$115K Sell
2,462
-53
-2% -$2.44K 0.1% 258
2013
Q2 		$112K Buy
+2,515
New +$113K 0.1% 252

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Guardian Investor Services's L Position: Q1 2015 in Review

Guardian Investor Services held its Loews (L) position steady in Q1 2015 at 2,071 shares worth $85K. The position accounts for 0.07% of the portfolio, ranked #331.

Guardian Investor Services first reported a position in L in Q2 2013 and has held it in 8 quarters since. The position peaked at $119K in Q4 2013. 425 funds tracked by Wall St. Rank hold L as of Q1 2015.

  • Guardian Investor Services held 2,071 shares of Loews worth $85K as of Q1 2015.
  • Guardian Investor Services left its Loews share count unchanged in Q1 2015.
  • Loews made up 0.07% of Guardian Investor Services's portfolio in Q1 2015, its #331 holding.
  • Guardian Investor Services first reported a position in Loews in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Loews position peaked at $119K in Q4 2013.
  • 425 funds tracked by Wall St. Rank held Loews as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.