KCS Wealth Advisory’s Loews L Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-397	Closed	-$20.4K	–	287
2019 Q3	$20.4K	Buy	+397	New	+$20.5K	0.01%	303

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KCS Wealth Advisory's L Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Loews (L) in Q4 2019, closing a stake of 397 shares — an estimated $20.4K sold.

KCS Wealth Advisory first reported a position in L in Q3 2019 and held it in 1 quarter. The position peaked at $20.4K in Q3 2019. 479 funds tracked by Wall St. Rank hold L as of Q4 2019.

KCS Wealth Advisory reported no remaining Loews position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 397 Loews shares in Q4 2019, an estimated $20.4K.
KCS Wealth Advisory first reported a position in Loews in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Loews position peaked at $20.4K in Q3 2019.
479 funds tracked by Wall St. Rank held Loews as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.