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RPg Family Wealth Advisory’s Lowe's Companies LOW Stock Holding History

RPg Family Wealth Advisory’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
2016
Q4 		– Sell
-44,655
Closed -$3.22M – 281
2016
Q3 		$3.22M Buy
44,655
+44,485
+26,168% +$3.46M 2.28% 18
2016
Q2 		$13.5K Buy
+170
New +$13.2K 0.01% 230

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPg Family Wealth Advisory's LOW Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Lowe's Companies (LOW) in Q4 2016, closing a stake of 44,655 shares — an estimated $3.22M sold.

RPg Family Wealth Advisory first reported a position in LOW in Q2 2016 and held it in 2 quarters. The position peaked at $3.22M in Q3 2016. 1,236 funds tracked by Wall St. Rank hold LOW as of Q4 2016.

  • RPg Family Wealth Advisory reported no remaining Lowe's Companies position as of Q4 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 44,655 Lowe's Companies shares in Q4 2016, an estimated $3.22M.
  • RPg Family Wealth Advisory first reported a position in Lowe's Companies in Q2 2016 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Lowe's Companies position peaked at $3.22M in Q3 2016.
  • 1,236 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.