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MPS Loria Financial Planners’s Dow Inc DOW Stock Holding History

MPS Loria Financial Planners’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
2020
Q3 		– Sell
-359
Closed -$15K – 328
2020
Q2 		$15K Buy
+359
New +$13.1K 0.01% 221

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MPS Loria Financial Planners's DOW Position: Q3 2020 in Review

MPS Loria Financial Planners sold out of Dow Inc (DOW) in Q3 2020, closing a stake of 359 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in DOW in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 1,146 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • MPS Loria Financial Planners reported no remaining Dow Inc position as of Q3 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 359 Dow Inc shares in Q3 2020, an estimated $15K.
  • MPS Loria Financial Planners first reported a position in Dow Inc in Q2 2020 and held it in 1 quarter.
  • MPS Loria Financial Planners's Dow Inc position peaked at $15K in Q2 2020.
  • 1,146 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on MPS Loria Financial Planners's 13F filing for Q3 2020, filed 13 Oct 2020.