Price Wealth’s Loews L Stock Holding History

Price Wealth’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 Q3	–	Sell	-50	Closed	-$2K	–	312
2018 Q2	$2K	Buy	50 +25	+100%	+$1.26K	﹤0.01%	455
2018 Q1	$1K	Sell	25 -25	-50%	-$1.26K	﹤0.01%	343
2017 Q4	$2K	Buy	+50	New	+$2.47K	﹤0.01%	311

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

DSA

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

Price Wealth's L Position: Q3 2018 in Review

Price Wealth sold out of Loews (L) in Q3 2018, closing a stake of 50 shares — an estimated $2K sold.

Price Wealth first reported a position in L in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 503 funds tracked by Wall St. Rank hold L as of Q3 2018.

Price Wealth reported no remaining Loews position as of Q3 2018 after selling out during the quarter.
Price Wealth sold 50 Loews shares in Q3 2018, an estimated $2K.
Price Wealth first reported a position in Loews in Q4 2017 and held it in 3 quarters.
Price Wealth's Loews position peaked at $2K in Q2 2018.
503 funds tracked by Wall St. Rank held Loews as of Q3 2018.

Based on Price Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.