HCM
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Herndon Capital Management’s Lowe's Companies LOW Stock Holding History

Herndon Capital Management’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
2016
Q4 		– Sell
-82
Closed -$6K – 405
2016
Q3 		$6K Hold
82
– – ﹤0.01% 228
2016
Q2 		$6K Buy
+82
New +$6.34K ﹤0.01% 232

Other funds holding LOW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Herndon Capital Management's LOW Position: Q4 2016 in Review

Herndon Capital Management sold out of Lowe's Companies (LOW) in Q4 2016, closing a stake of 82 shares — an estimated $6K sold.

Herndon Capital Management first reported a position in LOW in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q3 2016. 1,235 funds tracked by Wall St. Rank hold LOW as of Q4 2016.

  • Herndon Capital Management reported no remaining Lowe's Companies position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 82 Lowe's Companies shares in Q4 2016, an estimated $6K.
  • Herndon Capital Management first reported a position in Lowe's Companies in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Lowe's Companies position peaked at $6K in Q3 2016.
  • 1,235 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.