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Mountain Capital Investment Advisors’s Lowe's Companies LOW Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-310
Closed -$25K – 251
2017
Q3 		$25K Buy
310
+1
+0.3% +$77 0.02% 163
2017
Q2 		$24K Buy
+309
New +$25.3K 0.02% 189

Other funds holding LOW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's LOW Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Lowe's Companies (LOW) in Q4 2017, closing a stake of 310 shares — an estimated $25K sold.

Mountain Capital Investment Advisors first reported a position in LOW in Q2 2017 and held it in 2 quarters. The position peaked at $25K in Q3 2017. 1,448 funds tracked by Wall St. Rank hold LOW as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Lowe's Companies position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 310 Lowe's Companies shares in Q4 2017, an estimated $25K.
  • Mountain Capital Investment Advisors first reported a position in Lowe's Companies in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Lowe's Companies position peaked at $25K in Q3 2017.
  • 1,448 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.