Harry Burn’s Loews L Stock Holding History

Harry Burn’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	-5,200	Closed	-$251K	–	56
2013 Q4	$251K	Sell	5,200 -1,800	-26%	-$86K	﹤0.01%	58
2013 Q3	$327K	Hold	7,000	–	–	0.01%	52
2013 Q2	$311K	Buy	+7,000	New	+$314K	0.01%	54

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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) New York $32.7B AUM 17.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harry Burn's L Position: Q1 2014 in Review

Harry Burn sold out of Loews (L) in Q1 2014, closing a stake of 5,200 shares — an estimated $251K sold.

Harry Burn first reported a position in L in Q2 2013 and held it in 3 quarters. The position peaked at $327K in Q3 2013. 425 funds tracked by Wall St. Rank hold L as of Q1 2014.

Harry Burn reported no remaining Loews position as of Q1 2014 after selling out during the quarter.
Harry Burn sold 5,200 Loews shares in Q1 2014, an estimated $251K.
Harry Burn first reported a position in Loews in Q2 2013 and held it in 3 quarters.
Harry Burn's Loews position peaked at $327K in Q3 2013.
425 funds tracked by Wall St. Rank held Loews as of Q1 2014.

Based on Sound Shore Management's 13F filing for Q1 2014, filed 1 May 2014.