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

LBA 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
2017 Q1	$665K	Buy	8,084 +650	+9%	+$49.8K	0.35%	53
2016 Q4	$529K	Buy	7,434 +235	+3%	+$16.6K	0.29%	63
2016 Q3	$520K	Buy	7,199 +15	+0.2%	+$1.17K	0.29%	59
2016 Q2	$569K	Buy	7,184 +1,015	+16%	+$78.5K	0.32%	55
2016 Q1	$467K	Buy	6,169 +175	+3%	+$12.3K	0.27%	65
2015 Q4	$456K	Sell	5,994 -175	-3%	-$13K	0.26%	68
2015 Q3	$425K	Sell	6,169 -250	-4%	-$17.2K	0.27%	69
2015 Q2	$430K	Buy	6,419 +385	+6%	+$27.5K	0.27%	65
2015 Q1	$449K	Buy	6,034 +975	+19%	+$69.9K	0.28%	60
2014 Q4	$348K	Buy	5,059 +1,918	+61%	+$115K	0.23%	63
2014 Q3	$166K	Sell	3,141 -293	-9%	-$14.8K	0.12%	97
2014 Q2	$165K	Buy	3,434 +275	+9%	+$12.8K	0.13%	93
2014 Q1	$154K	Buy	3,159 +875	+38%	+$42.2K	0.13%	98
2013 Q4	$113K	Buy	+2,284	New	+$111K	0.09%	119

Other funds holding LOW

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's LOW Position: Q1 2017 in Review

LBA Wealth Management increased its Lowe's Companies (LOW) stake by 8.7% in Q1 2017, buying an estimated $49.8K and bringing the position to 8,084 shares worth $665K. The position accounts for 0.35% of the portfolio, ranked #53.

LBA Wealth Management first reported a position in LOW in Q4 2013 and has held it in 14 quarters since. 1,296 funds tracked by Wall St. Rank hold LOW as of Q1 2017.

LBA Wealth Management held 8,084 shares of Lowe's Companies worth $665K as of Q1 2017.
LBA Wealth Management bought 650 Lowe's Companies shares in Q1 2017, an estimated $49.8K.
Lowe's Companies made up 0.35% of LBA Wealth Management's portfolio in Q1 2017, its #53 holding.
LBA Wealth Management first reported a position in Lowe's Companies in Q4 2013 and has held it in 14 quarters since.
1,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.