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Integrated Wealth Management (Palm Desert)’s Loews L Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-112
Closed -$5K – 670
2016
Q3 		$5K Buy
+112
New +$4.6K ﹤0.01% 906
2015
Q2 		– Sell
-48
Closed -$1K – 1402
2015
Q1 		$1K Buy
+48
New +$1.95K ﹤0.01% 1194

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s L Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Loews (L) in Q4 2016, closing a stake of 112 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in L in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 450 funds tracked by Wall St. Rank hold L as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Loews position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 112 Loews shares in Q4 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Loews in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Loews position peaked at $5K in Q3 2016.
  • 450 funds tracked by Wall St. Rank held Loews as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.