Kavar Capital Partners Group’s Loews L Stock Holding History

Kavar Capital Partners Group’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 Q1	–	Sell	-500	Closed	-$18K	–	250
2015 Q4	$18K	Hold	500	–	–	0.01%	228
2015 Q3	$18K	Hold	500	–	–	0.01%	238
2015 Q2	$18K	Buy	+500	New	+$20.3K	0.01%	256
2014 Q2	–	Sell	-500	Closed	-$18K	–	302
2014 Q1	$18K	Hold	500	–	–	0.01%	267
2013 Q4	$18K	Buy	+500	New	+$23.9K	0.02%	251

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Kavar Capital Partners Group's L Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Loews (L) in Q1 2016, closing a stake of 500 shares — an estimated $18K sold.

Kavar Capital Partners Group first reported a position in L in Q4 2013 and held it in 5 quarters. The position peaked at $18K in Q4 2015. 421 funds tracked by Wall St. Rank hold L as of Q1 2016.

Kavar Capital Partners Group reported no remaining Loews position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 500 Loews shares in Q1 2016, an estimated $18K.
Kavar Capital Partners Group first reported a position in Loews in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's Loews position peaked at $18K in Q4 2015.
421 funds tracked by Wall St. Rank held Loews as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.