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Measured Wealth Private Client Group’s Lamb Weston LW Stock Holding History

Measured Wealth Private Client Group’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-223
Closed -$14K – 441
2018
Q3 		$14K Buy
+223
New +$15.3K 0.01% 577

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Measured Wealth Private Client Group's LW Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Lamb Weston (LW) in Q4 2018, closing a stake of 223 shares — an estimated $14K sold.

Measured Wealth Private Client Group first reported a position in LW in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 614 funds tracked by Wall St. Rank hold LW as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Lamb Weston position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 223 Lamb Weston shares in Q4 2018, an estimated $14K.
  • Measured Wealth Private Client Group first reported a position in Lamb Weston in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Lamb Weston position peaked at $14K in Q3 2018.
  • 614 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.