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Physicians Financial Services’s Loews L Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-1,140
Closed -$47K – 201
2016
Q4 		$47K Hold
1,140
– – 0.04% 166
2016
Q3 		$47K Hold
1,140
– – 0.04% 162
2016
Q2 		$47K Hold
1,140
– – 0.04% 159
2016
Q1 		$44K Hold
1,140
– – 0.04% 160
2015
Q4 		$44K Buy
+1,140
New +$42.4K 0.04% 169

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Physicians Financial Services's L Position: Q1 2017 in Review

Physicians Financial Services sold out of Loews (L) in Q1 2017, closing a stake of 1,140 shares — an estimated $47K sold.

Physicians Financial Services first reported a position in L in Q4 2015 and held it in 5 quarters. The position peaked at $47K in Q4 2016. 449 funds tracked by Wall St. Rank hold L as of Q1 2017.

  • Physicians Financial Services reported no remaining Loews position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 1,140 Loews shares in Q1 2017, an estimated $47K.
  • Physicians Financial Services first reported a position in Loews in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Loews position peaked at $47K in Q4 2016.
  • 449 funds tracked by Wall St. Rank held Loews as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.