LVW Advisors’s Dow Inc DOW Stock Holding History

LVW Advisors’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,849	Closed	-$279K	–	188
2019 Q3	$279K	Buy	+5,849	New	+$274K	0.07%	137

Other funds holding DOW

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LVW Advisors's DOW Position: Q4 2019 in Review

LVW Advisors sold out of Dow Inc (DOW) in Q4 2019, closing a stake of 5,849 shares — an estimated $279K sold.

LVW Advisors first reported a position in DOW in Q3 2019 and held it in 1 quarter. The position peaked at $279K in Q3 2019. 1,300 funds tracked by Wall St. Rank hold DOW as of Q4 2019.

LVW Advisors reported no remaining Dow Inc position as of Q4 2019 after selling out during the quarter.
LVW Advisors sold 5,849 Dow Inc shares in Q4 2019, an estimated $279K.
LVW Advisors first reported a position in Dow Inc in Q3 2019 and held it in 1 quarter.
LVW Advisors's Dow Inc position peaked at $279K in Q3 2019.
1,300 funds tracked by Wall St. Rank held Dow Inc as of Q4 2019.

Based on LVW Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.