Mariner Wealth Advisors (Cincinnati)’s Lowe's Companies LOW Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$26.1M	Buy	227,566 +2,065	+0.9%	+$215K	1.44%	19
2018 Q2	$21.6M	Buy	225,501 +3,559	+2%	+$322K	1.28%	26
2018 Q1	$19.5M	Sell	221,942 -332	-0.1%	-$31.4K	1.2%	32
2017 Q4	$20.7M	Buy	222,274 +1,902	+0.9%	+$157K	1.25%	31
2017 Q3	$17.6M	Buy	220,372 +2,349	+1%	+$180K	1.14%	32
2017 Q2	$16.9M	Buy	218,023 +3,789	+2%	+$310K	1.18%	31
2017 Q1	$17.6M	Buy	214,234 +7,366	+4%	+$564K	1.27%	26
2016 Q4	$14.7M	Sell	206,868 -2,997	-1%	-$212K	1.15%	37
2016 Q3	$15.2M	Buy	209,865 +2,850	+1%	+$222K	1.29%	30
2016 Q2	$16.4M	Buy	207,015 +7,179	+4%	+$555K	1.47%	24
2016 Q1	$15.1M	Buy	199,836 +15,209	+8%	+$1.07M	1.48%	25
2015 Q4	$14M	Buy	+184,627	New	+$13.7M	1.37%	29
2015 Q1	$12.1M	Buy	162,314 +1,850	+1%	+$133K	1.7%	27
2014 Q4	$11M	Buy	160,464 +17,305	+12%	+$1.04M	1.6%	33
2014 Q3	$7.58M	Sell	143,159 -2,494	-2%	-$126K	1.21%	37
2014 Q2	$6.99M	Sell	145,653 -603	-0.4%	-$28.1K	1.1%	40
2014 Q1	$7.15M	Buy	146,256 +4,070	+3%	+$196K	1.16%	41
2013 Q4	$7.04M	Sell	142,186 -129,912	-48%	-$6.31M	1.16%	41
2013 Q3	$13M	Sell	272,098 -555	-0.2%	-$25.2K	2.4%	13
2013 Q2	$11.2M	Buy	+272,653	New	+$11M	2.21%	19

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mariner Wealth Advisors (Cincinnati)'s LOW Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Lowe's Companies (LOW) stake by 0.92% in Q3 2018, buying an estimated $215K and bringing the position to 227,566 shares worth $26.1M. The position accounts for 1.44% of the portfolio, ranked #19.

Mariner Wealth Advisors (Cincinnati) first reported a position in LOW in Q2 2013 and has held it in 20 quarters since. 1,520 funds tracked by Wall St. Rank hold LOW as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 227,566 shares of Lowe's Companies worth $26.1M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 2,065 Lowe's Companies shares in Q3 2018, an estimated $215K.
Lowe's Companies made up 1.44% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #19 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Lowe's Companies in Q2 2013 and has held it in 20 quarters since.
1,520 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.