Kanaly Trust’s Lowe's Companies LOW Stock Holding History

Kanaly Trust’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	$18K	Buy	258 +9	+4%	+$637	﹤0.01%	445
2016 Q3	$18K	Sell	249 -16	-6%	-$1.24K	﹤0.01%	435
2016 Q2	$21K	Sell	265 -599	-69%	-$46.3K	﹤0.01%	420
2016 Q1	$65K	Buy	864 +615	+247%	+$43.4K	0.01%	257
2015 Q4	$19K	Sell	249 -23	-8%	-$1.71K	﹤0.01%	439
2015 Q3	$19K	Hold	272	–	–	﹤0.01%	457
2015 Q2	$18K	Buy	272 +210	+339%	+$15K	﹤0.01%	477
2015 Q1	$5K	Sell	62 -7,776	-99%	-$557K	﹤0.01%	517
2014 Q4	$539K	Sell	7,838 -306	-4%	-$18.3K	0.11%	102
2014 Q3	$431K	Sell	8,144 -153	-2%	-$7.73K	0.08%	127
2014 Q2	$398K	Sell	8,297 -136	-2%	-$6.34K	0.07%	145
2014 Q1	$412K	Buy	8,433 +209	+3%	+$10.1K	0.08%	140
2013 Q4	$407K	Buy	+8,224	New	+$400K	0.08%	139

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

Kanaly Trust's LOW Position: Q4 2016 in Review

Kanaly Trust increased its Lowe's Companies (LOW) stake by 3.6% in Q4 2016, buying an estimated $637 and bringing the position to 258 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Kanaly Trust first reported a position in LOW in Q4 2013 and has held it in 13 quarters since. The position peaked at $539K in Q4 2014. 1,235 funds tracked by Wall St. Rank hold LOW as of Q4 2016.

Kanaly Trust held 258 shares of Lowe's Companies worth $18K as of Q4 2016.
Kanaly Trust bought 9 Lowe's Companies shares in Q4 2016, an estimated $637.
Lowe's Companies made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #445 holding.
Kanaly Trust first reported a position in Lowe's Companies in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Lowe's Companies position peaked at $539K in Q4 2014.
1,235 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.