Nelson Capital Management’s Loews L Stock Holding History

Nelson Capital Management’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-17	Closed	-$1K	–	320
2019 Q1	$1K	Buy	+17	New	+$803	﹤0.01%	269
2018 Q1	–	Sell	-213	Closed	-$11K	–	290
2017 Q4	$11K	Buy	+213	New	+$10.5K	﹤0.01%	225

Other funds holding L

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Nelson Capital Management's L Position: Q2 2019 in Review

Nelson Capital Management sold out of Loews (L) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in L in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 474 funds tracked by Wall St. Rank hold L as of Q2 2019.

Nelson Capital Management reported no remaining Loews position as of Q2 2019 after selling out during the quarter.
Nelson Capital Management sold 17 Loews shares in Q2 2019, an estimated $1K.
Nelson Capital Management first reported a position in Loews in Q4 2017 and held it in 2 quarters.
Nelson Capital Management's Loews position peaked at $11K in Q4 2017.
474 funds tracked by Wall St. Rank held Loews as of Q2 2019.

Based on Nelson Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.