Jacobus Wealth Management’s Lowe's Companies LOW Stock Holding History

Jacobus Wealth Management’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 Q2	–	Sell	-3,126	Closed	-$237K	–	240
2016 Q1	$237K	Sell	3,126 -36	-1%	-$2.54K	0.07%	186
2015 Q4	$240K	Hold	3,162	–	–	0.07%	189
2015 Q3	$218K	Sell	3,162 -50	-2%	-$3.44K	0.06%	193
2015 Q2	$215K	Sell	3,212 -11	-0.3%	-$784	0.05%	209
2015 Q1	$240K	Buy	3,223 +378	+13%	+$27.1K	0.06%	192
2014 Q4	$196K	Hold	2,845	–	–	0.05%	210
2014 Q3	$151K	Sell	2,845 -636	-18%	-$32.1K	0.04%	239
2014 Q2	$167K	Hold	3,481	–	–	0.04%	236
2014 Q1	$170K	Buy	3,481 +636	+22%	+$30.7K	0.04%	233
2013 Q4	$141K	Sell	2,845 -705	-20%	-$34.3K	0.04%	250
2013 Q3	$169K	Hold	3,550	–	–	0.06%	186
2013 Q2	$145K	Buy	+3,550	New	+$143K	0.05%	194

Other funds holding LOW

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobus Wealth Management's LOW Position: Q2 2016 in Review

Jacobus Wealth Management sold out of Lowe's Companies (LOW) in Q2 2016, closing a stake of 3,126 shares — an estimated $237K sold.

Jacobus Wealth Management first reported a position in LOW in Q2 2013 and held it in 12 quarters. The position peaked at $240K in Q4 2015. 1,215 funds tracked by Wall St. Rank hold LOW as of Q2 2016.

Jacobus Wealth Management reported no remaining Lowe's Companies position as of Q2 2016 after selling out during the quarter.
Jacobus Wealth Management sold 3,126 Lowe's Companies shares in Q2 2016, an estimated $237K.
Jacobus Wealth Management first reported a position in Lowe's Companies in Q2 2013 and held it in 12 quarters.
Jacobus Wealth Management's Lowe's Companies position peaked at $240K in Q4 2015.
1,215 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.