Integrated Wealth Counsel’s Lowe's Companies LOW Stock Holding History

Integrated Wealth Counsel’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	$169K	Hold	2,373	–	–	0.36%	33
2016 Q3	$171K	Buy	2,373 +673	+40%	+$52.3K	0.36%	33
2016 Q2	$135K	Hold	1,700	–	–	0.31%	31
2016 Q1	$129K	Hold	1,700	–	–	0.29%	31
2015 Q4	$129K	Hold	1,700	–	–	0.21%	34
2015 Q3	$117K	Hold	1,700	–	–	0.2%	33
2015 Q2	$114K	Sell	1,700 -975	-36%	-$69.5K	0.16%	35
2015 Q1	$199K	Hold	2,675	–	–	0.25%	27
2014 Q4	$184K	Hold	2,675	–	–	0.22%	29
2014 Q3	$142K	Hold	2,675	–	–	0.15%	36
2014 Q2	$128K	Hold	2,675	–	–	0.1%	49
2014 Q1	$131K	Hold	2,675	–	–	0.1%	67
2013 Q4	$133K	Hold	2,675	–	–	0.1%	69
2013 Q3	$127K	Hold	2,675	–	–	0.09%	72
2013 Q2	$109K	Buy	+2,675	New	+$108K	0.08%	77

Other funds holding LOW

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Counsel's LOW Position: Q4 2016 in Review

Integrated Wealth Counsel held its Lowe's Companies (LOW) position steady in Q4 2016 at 2,373 shares worth $169K. The position accounts for 0.36% of the portfolio, ranked #33.

Integrated Wealth Counsel first reported a position in LOW in Q2 2013 and has held it in 15 quarters since. The position peaked at $199K in Q1 2015. 1,235 funds tracked by Wall St. Rank hold LOW as of Q4 2016.

Integrated Wealth Counsel held 2,373 shares of Lowe's Companies worth $169K as of Q4 2016.
Integrated Wealth Counsel left its Lowe's Companies share count unchanged in Q4 2016.
Lowe's Companies made up 0.36% of Integrated Wealth Counsel's portfolio in Q4 2016, its #33 holding.
Integrated Wealth Counsel first reported a position in Lowe's Companies in Q2 2013 and has held it in 15 quarters since.
Integrated Wealth Counsel's Lowe's Companies position peaked at $199K in Q1 2015.
1,235 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.