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Leith Wheeler Investment Counsel’s Lowe's Companies LOW Stock Holding History

Leith Wheeler Investment Counsel’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 		– Sell
-2,526
Closed -$239K – 18
2016
Q3 		$239K Hold
2,526
– – 0.16% 10
2016
Q2 		$260K Buy
2,526
+85
+3% +$6.58K 0.18% 12
2016
Q1 		$240K Hold
2,441
– – 0.18% 9
2015
Q4 		$256K Buy
+2,441
New +$181K 0.2% 7

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leith Wheeler Investment Counsel's LOW Position: Q4 2016 in Review

Leith Wheeler Investment Counsel sold out of Lowe's Companies (LOW) in Q4 2016, closing a stake of 2,526 shares — an estimated $239K sold.

Leith Wheeler Investment Counsel first reported a position in LOW in Q4 2015 and held it in 4 quarters. The position peaked at $260K in Q2 2016. 1,235 funds tracked by Wall St. Rank hold LOW as of Q4 2016.

  • Leith Wheeler Investment Counsel reported no remaining Lowe's Companies position as of Q4 2016 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 2,526 Lowe's Companies shares in Q4 2016, an estimated $239K.
  • Leith Wheeler Investment Counsel first reported a position in Lowe's Companies in Q4 2015 and held it in 4 quarters.
  • Leith Wheeler Investment Counsel's Lowe's Companies position peaked at $260K in Q2 2016.
  • 1,235 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2016.

Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2016, filed 5 Jan 2017.