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Legacy Financial Advisors’s Loews L Stock Holding History

Legacy Financial 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
2020
Q3 		– Sell
-12,556
Closed -$431K – 137
2020
Q2 		$431K Sell
12,556
-5,635
-31% -$190K 0.15% 36
2020
Q1 		$631K Sell
18,191
-4,175
-19% -$197K 0.23% 35
2019
Q4 		$1.17M Buy
22,366
+60
+0.3% +$3.03K 0.37% 25
2019
Q3 		$1.15M Buy
22,306
+4,515
+25% +$233K 0.38% 24
2019
Q2 		$973K Sell
17,791
-460
-3% -$23.6K 0.34% 30
2019
Q1 		$875K Buy
18,251
+610
+3% +$28.8K 0.3% 34
2018
Q4 		$803K Sell
17,641
-861
-5% -$40.6K 0.31% 35
2018
Q3 		$929K Buy
18,502
+5,860
+46% +$294K 0.34% 33
2018
Q2 		$626K Buy
12,642
+40
+0.3% +$2.01K 0.24% 36
2018
Q1 		$635K Sell
12,602
-398
-3% -$20.1K 0.25% 39
2017
Q4 		$650K Buy
+13,000
New +$642K 0.27% 34

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's L Position: Q3 2020 in Review

Legacy Financial Advisors sold out of Loews (L) in Q3 2020, closing a stake of 12,556 shares — an estimated $431K sold.

Legacy Financial Advisors first reported a position in L in Q4 2017 and held it in 11 quarters. The position peaked at $1.17M in Q4 2019. 401 funds tracked by Wall St. Rank hold L as of Q3 2020.

  • Legacy Financial Advisors reported no remaining Loews position as of Q3 2020 after selling out during the quarter.
  • Legacy Financial Advisors sold 12,556 Loews shares in Q3 2020, an estimated $431K.
  • Legacy Financial Advisors first reported a position in Loews in Q4 2017 and held it in 11 quarters.
  • Legacy Financial Advisors's Loews position peaked at $1.17M in Q4 2019.
  • 401 funds tracked by Wall St. Rank held Loews as of Q3 2020.

Based on Legacy Financial Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.