Rockefeller Financial Services’s Lowe's Companies LOW Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$2.3M	Buy	24,754 +22,404	+953%	+$1.85M	0.04%	181
2017 Q3	$188K	Buy	+2,350	New	+$180K	﹤0.01%	339
2016 Q2	–	Sell	-461	Closed	-$35K	–	545
2016 Q1	$35K	Buy	+461	New	+$32.5K	﹤0.01%	452
2014 Q3	–	Sell	-46	Closed	-$2K	–	543
2014 Q2	$2K	Buy	+46	New	+$2.15K	﹤0.01%	558

Other funds holding LOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's LOW Position: Q4 2017 in Review

Rockefeller Financial Services increased its Lowe's Companies (LOW) stake by 953% in Q4 2017, buying an estimated $1.85M and bringing the position to 24,754 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #181.

Rockefeller Financial Services first reported a position in LOW in Q2 2014 and has held it in 4 quarters since. 1,448 funds tracked by Wall St. Rank hold LOW as of Q4 2017.

Rockefeller Financial Services held 24,754 shares of Lowe's Companies worth $2.3M as of Q4 2017.
Rockefeller Financial Services bought 22,404 Lowe's Companies shares in Q4 2017, an estimated $1.85M.
Lowe's Companies made up 0.04% of Rockefeller Financial Services's portfolio in Q4 2017, its #181 holding.
Rockefeller Financial Services first reported a position in Lowe's Companies in Q2 2014 and has held it in 4 quarters since.
1,448 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.