Integrated Wealth Management (Palm Desert)’s Lowe's Companies LOW Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$703K	Sell	8,552 -429	-5%	-$32.8K	0.24%	108
2016 Q4	$639K	Sell	8,981 -3	-0%	-$212	0.24%	107
2016 Q3	$649K	Buy	8,984 +891	+11%	+$69.3K	0.23%	101
2016 Q2	$641K	Sell	8,093 -35	-0.4%	-$2.71K	0.25%	86
2016 Q1	$616K	Buy	8,128 +131	+2%	+$9.24K	0.26%	81
2015 Q4	$608K	Buy	7,997 +343	+4%	+$25.5K	0.26%	85
2015 Q3	$528K	Sell	7,654 -1,228	-14%	-$84.4K	0.23%	88
2015 Q2	$595K	Buy	8,882 +214	+2%	+$15.3K	0.23%	93
2015 Q1	$644K	Buy	+8,668	New	+$621K	0.27%	85

Other funds holding LOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LOW Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its Lowe's Companies (LOW) stake by 4.8% in Q1 2017, selling an estimated $32.8K and leaving 8,552 shares worth $703K. The position accounts for 0.24% of the portfolio, ranked #108.

Integrated Wealth Management (Palm Desert) first reported a position in LOW in Q1 2015 and has held it in 9 quarters since. 1,297 funds tracked by Wall St. Rank hold LOW as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 8,552 shares of Lowe's Companies worth $703K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 429 Lowe's Companies shares in Q1 2017, an estimated $32.8K.
Lowe's Companies made up 0.24% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #108 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Lowe's Companies in Q1 2015 and has held it in 9 quarters since.
1,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.