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IHT Wealth Management’s Lamb Weston LW Stock Holding History

IHT Wealth Management’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-47
Closed -$3K – 959
2018
Q1 		$3K Hold
47
– – ﹤0.01% 1438
2017
Q4 		$3K Buy
+47
New +$2.48K ﹤0.01% 1430
2017
Q3 		– Sell
-173
Closed -$786 – 1496
2017
Q2 		$786 Hold
173
– – 0.38% 62
2017
Q1 		$7K Hold
173
– – ﹤0.01% 910
2016
Q4 		$6K Buy
+173
New +$5.9K ﹤0.01% 883

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IHT Wealth Management's LW Position: Q2 2018 in Review

IHT Wealth Management sold out of Lamb Weston (LW) in Q2 2018, closing a stake of 47 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in LW in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 547 funds tracked by Wall St. Rank hold LW as of Q2 2018.

  • IHT Wealth Management reported no remaining Lamb Weston position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 47 Lamb Weston shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Lamb Weston in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's Lamb Weston position peaked at $7K in Q1 2017.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.