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	–	885
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	–	1115
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Proficio Capital Partners's L Position: Q3 2019 in Review

Proficio Capital Partners sold out of Loews (L) in Q3 2019, closing a stake of 212 shares — an estimated $12K sold.

Proficio Capital Partners first reported a position in L in Q4 2015 and held it in 14 quarters. The position peaked at $12K in Q2 2019. 480 funds tracked by Wall St. Rank hold L as of Q3 2019.

Proficio Capital Partners reported no remaining Loews position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 212 Loews shares in Q3 2019, an estimated $12K.
Proficio Capital Partners first reported a position in Loews in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's Loews position peaked at $12K in Q2 2019.
480 funds tracked by Wall St. Rank held Loews as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.