JOYN Advisors’s Loews L Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-943	Closed	-$43K	–	804
2018 Q4	$43K	Buy	943 +728	+339%	+$34.3K	0.01%	395
2018 Q3	$11K	Buy	215 +42	+24%	+$2.11K	﹤0.01%	915
2018 Q2	$8K	Buy	173 +162	+1,473%	+$8.15K	﹤0.01%	987
2018 Q1	$1K	Buy	+11	New	+$556	﹤0.01%	1190

Other funds holding L

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

JOYN Advisors's L Position: Q1 2019 in Review

JOYN Advisors sold out of Loews (L) in Q1 2019, closing a stake of 943 shares — an estimated $43K sold.

JOYN Advisors first reported a position in L in Q1 2018 and held it in 4 quarters. The position peaked at $43K in Q4 2018. 480 funds tracked by Wall St. Rank hold L as of Q1 2019.

JOYN Advisors reported no remaining Loews position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 943 Loews shares in Q1 2019, an estimated $43K.
JOYN Advisors first reported a position in Loews in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Loews position peaked at $43K in Q4 2018.
480 funds tracked by Wall St. Rank held Loews as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.