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Newfound Research’s Loews L Stock Holding History

Newfound Research’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
2018
Q1 		– Sell
-19
Closed -$1K – 215
2017
Q4 		$1K Hold
19
– – ﹤0.01% 145
2017
Q3 		$1K Hold
19
– – ﹤0.01% 142
2017
Q2 		$1K Hold
19
– – ﹤0.01% 140
2017
Q1 		$1K Hold
19
– – ﹤0.01% 138
2016
Q4 		$1K Hold
19
– – ﹤0.01% 115
2016
Q3 		$1K Hold
19
– – ﹤0.01% 126
2016
Q2 		$1K Buy
+19
New +$754 ﹤0.01% 119

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Newfound Research's L Position: Q1 2018 in Review

Newfound Research sold out of Loews (L) in Q1 2018, closing a stake of 19 shares — an estimated $1K sold.

Newfound Research first reported a position in L in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2017. 495 funds tracked by Wall St. Rank hold L as of Q1 2018.

  • Newfound Research reported no remaining Loews position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 19 Loews shares in Q1 2018, an estimated $1K.
  • Newfound Research first reported a position in Loews in Q2 2016 and held it in 7 quarters.
  • Newfound Research's Loews position peaked at $1K in Q4 2017.
  • 495 funds tracked by Wall St. Rank held Loews as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.