Partnervest Advisory Services’s Lowe's Companies LOW Stock Holding History

Partnervest Advisory Services’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
2016 Q4	–	Sell	-3,183	Closed	-$230K	–	207
2016 Q3	$230K	Buy	3,183 +60	+2%	+$4.67K	0.11%	181
2016 Q2	$247K	Hold	3,123	–	–	0.12%	169
2016 Q1	$237K	Buy	+3,123	New	+$220K	0.12%	165
2014 Q3	–	Sell	-17	Closed	-$1K	–	520
2014 Q2	$1K	Sell	17 -260	-94%	-$12.1K	﹤0.01%	1005
2014 Q1	$14K	Buy	277 +17	+7%	+$820	0.01%	585
2013 Q4	$13K	Sell	260 -218	-46%	-$10.6K	0.01%	580
2013 Q3	$23K	Sell	478 -3,683	-89%	-$167K	0.01%	424
2013 Q2	$170K	Buy	+4,161	New	+$167K	0.08%	110

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Partnervest Advisory Services's LOW Position: Q4 2016 in Review

Partnervest Advisory Services sold out of Lowe's Companies (LOW) in Q4 2016, closing a stake of 3,183 shares — an estimated $230K sold.

Partnervest Advisory Services first reported a position in LOW in Q2 2013 and held it in 8 quarters. The position peaked at $247K in Q2 2016. 1,235 funds tracked by Wall St. Rank hold LOW as of Q4 2016.

Partnervest Advisory Services reported no remaining Lowe's Companies position as of Q4 2016 after selling out during the quarter.
Partnervest Advisory Services sold 3,183 Lowe's Companies shares in Q4 2016, an estimated $230K.
Partnervest Advisory Services first reported a position in Lowe's Companies in Q2 2013 and held it in 8 quarters.
Partnervest Advisory Services's Lowe's Companies position peaked at $247K in Q2 2016.
1,235 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2016.

Based on Partnervest Advisory Services's 13F filing for Q4 2016, filed 26 Jan 2017.