Proficio Capital Partners’s Loews L Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-212	Closed	-$12K	–	888
2019 Q2	$12K	Buy	212 +164	+342%	+$8.42K	﹤0.01%	878
2019 Q1	$2K	Sell	48 -7	-13%	-$330	﹤0.01%	1374
2018 Q4	$3K	Sell	55 -19	-26%	-$896	﹤0.01%	957
2018 Q3	$4K	Sell	74 -17	-19%	-$852	﹤0.01%	995
2018 Q2	$4K	Sell	91 -54	-37%	-$2.72K	﹤0.01%	1025
2018 Q1	$7K	Sell	145 -13	-8%	-$657	﹤0.01%	931
2017 Q4	$8K	Sell	158 -7	-4%	-$346	﹤0.01%	877
2017 Q3	$8K	Hold	165	–	–	﹤0.01%	854
2017 Q2	$8K	Buy	165 +23	+16%	+$1.08K	﹤0.01%	857
2017 Q1	$7K	Buy	142 +36	+34%	+$1.68K	﹤0.01%	900
2016 Q4	$5K	Hold	106	–	–	﹤0.01%	747
2016 Q3	$4K	Buy	106 +43	+68%	+$1.77K	﹤0.01%	755
2016 Q2	$3K	Buy	+63	New	+$2.5K	﹤0.01%	777
2016 Q1	–	Sell	-78	Closed	-$3K	–	1121
2015 Q4	$3K	Buy	+78	New	+$2.9K	﹤0.01%	561

Other funds holding L

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Boston Partners

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return