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RBO & Co’s Lowe's Companies LOW Stock Holding History

RBO & Co’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-14,000
Closed -$694K – 52
2013
Q4 		$694K Sell
14,000
-21,000
-60% -$1.02M 0.27% 49
2013
Q3 		$1.67M Hold
35,000
– – 0.71% 45
2013
Q2 		$1.43M Buy
+35,000
New +$1.41M 0.63% 46

Other funds holding LOW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RBO & Co's LOW Position: Q1 2014 in Review

RBO & Co sold out of Lowe's Companies (LOW) in Q1 2014, closing a stake of 14,000 shares — an estimated $694K sold.

RBO & Co first reported a position in LOW in Q2 2013 and held it in 3 quarters. The position peaked at $1.67M in Q3 2013. 957 funds tracked by Wall St. Rank hold LOW as of Q1 2014.

  • RBO & Co reported no remaining Lowe's Companies position as of Q1 2014 after selling out during the quarter.
  • RBO & Co sold 14,000 Lowe's Companies shares in Q1 2014, an estimated $694K.
  • RBO & Co first reported a position in Lowe's Companies in Q2 2013 and held it in 3 quarters.
  • RBO & Co's Lowe's Companies position peaked at $1.67M in Q3 2013.
  • 957 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2014.

Based on RBO & Co's 13F filing for Q1 2014, filed 13 May 2014.