HFP
LOW icon

Holistic Financial Partners’s Lowe's Companies LOW Stock Holding History

Holistic Financial Partners’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
2018
Q1 		– Sell
-42
Closed -$4K – 457
2017
Q4 		$4K Buy
+42
New +$3.47K ﹤0.01% 397

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's LOW Position: Q1 2018 in Review

Holistic Financial Partners sold out of Lowe's Companies (LOW) in Q1 2018, closing a stake of 42 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in LOW in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 1,444 funds tracked by Wall St. Rank hold LOW as of Q1 2018.

  • Holistic Financial Partners reported no remaining Lowe's Companies position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 42 Lowe's Companies shares in Q1 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Lowe's Companies in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Lowe's Companies position peaked at $4K in Q4 2017.
  • 1,444 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.