Liberty Wealth Management’s Loews L Stock Holding History

Liberty Wealth Management’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 Q1	–	Sell	-93	Closed	-$4K	–	791
2018 Q4	$4K	Buy	+93	New	+$4.38K	﹤0.01%	595

Other funds holding L

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

DSA

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

Liberty Wealth Management's L Position: Q1 2019 in Review

Liberty Wealth Management sold out of Loews (L) in Q1 2019, closing a stake of 93 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in L in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 480 funds tracked by Wall St. Rank hold L as of Q1 2019.

Liberty Wealth Management reported no remaining Loews position as of Q1 2019 after selling out during the quarter.
Liberty Wealth Management sold 93 Loews shares in Q1 2019, an estimated $4K.
Liberty Wealth Management first reported a position in Loews in Q4 2018 and held it in 1 quarter.
Liberty Wealth Management's Loews position peaked at $4K in Q4 2018.
480 funds tracked by Wall St. Rank held Loews as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.