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Pathway Financial Advisors’s Lamb Weston LW Stock Holding History

Pathway Financial Advisors’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-127
Closed -$9K – 250
2018
Q2 		$9K Hold
127
– – 0.01% 373
2018
Q1 		$7K Hold
127
– – ﹤0.01% 395
2017
Q4 		$7K Buy
+127
New +$6.69K ﹤0.01% 398

Other funds holding LW

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pathway Financial Advisors's LW Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Lamb Weston (LW) in Q3 2018, closing a stake of 127 shares — an estimated $9K sold.

Pathway Financial Advisors first reported a position in LW in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 544 funds tracked by Wall St. Rank hold LW as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Lamb Weston position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 127 Lamb Weston shares in Q3 2018, an estimated $9K.
  • Pathway Financial Advisors first reported a position in Lamb Weston in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Lamb Weston position peaked at $9K in Q2 2018.
  • 544 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.