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Independent Portfolio Consultants’s Lowe's Companies LOW Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$495K Sell
6,390
-234
-4% -$19.1K 0.21% 163
2017
Q1 		$545K Sell
6,624
-4,970
-43% -$380K 0.19% 195
2016
Q4 		$825K Sell
11,594
-5,501
-32% -$389K 0.27% 122
2016
Q3 		$1.23M Sell
17,095
-1,005
-6% -$78.2K 0.39% 61
2016
Q2 		$1.43M Buy
18,100
+1,135
+7% +$87.8K 0.45% 44
2016
Q1 		$1.28M Sell
16,965
-455
-3% -$32.1K 0.36% 83
2015
Q4 		$1.32M Sell
17,420
-12,090
-41% -$898K 0.39% 77
2015
Q3 		$2.03M Buy
29,510
+1,825
+7% +$126K 0.44% 67
2015
Q2 		$1.85M Buy
27,685
+1,675
+6% +$119K 0.37% 85
2015
Q1 		$1.94M Sell
26,010
-110
-0.4% -$7.89K 0.4% 80
2014
Q4 		$1.8M Buy
26,120
+15,146
+138% +$907K 0.36% 97
2014
Q3 		$581K Buy
10,974
+2,486
+29% +$126K 0.16% 188
2014
Q2 		$407K Buy
8,488
+2,248
+36% +$105K 0.11% 313
2014
Q1 		$305K Sell
6,240
-1,015
-14% -$49K 0.1% 361
2013
Q4 		$359K Buy
7,255
+575
+9% +$27.9K 0.13% 330
2013
Q3 		$318K Sell
6,680
-8,165
-55% -$371K 0.13% 347
2013
Q2 		$607K Buy
+14,845
New +$597K 0.27% 114

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Independent Portfolio Consultants's LOW Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Lowe's Companies (LOW) stake by 3.5% in Q2 2017, selling an estimated $19.1K and leaving 6,390 shares worth $495K. The position accounts for 0.21% of the portfolio, ranked #163.

Independent Portfolio Consultants first reported a position in LOW in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.03M in Q3 2015. 1,277 funds tracked by Wall St. Rank hold LOW as of Q2 2017.

  • Independent Portfolio Consultants held 6,390 shares of Lowe's Companies worth $495K as of Q2 2017.
  • Independent Portfolio Consultants sold 234 Lowe's Companies shares in Q2 2017, an estimated $19.1K.
  • Lowe's Companies made up 0.21% of Independent Portfolio Consultants's portfolio in Q2 2017, its #163 holding.
  • Independent Portfolio Consultants first reported a position in Lowe's Companies in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Lowe's Companies position peaked at $2.03M in Q3 2015.
  • 1,277 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.