Sheaff Brock Investment Advisors’s Lamb Weston LW Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,209	Closed	-$362K	–	461
2019 Q4	$362K	Sell	4,209 -133	-3%	-$10.7K	0.04%	295
2019 Q3	$316K	Hold	4,342	–	–	0.03%	325
2019 Q2	$275K	Hold	4,342	–	–	0.03%	352
2019 Q1	$325K	Sell	4,342 -12,200	-74%	-$864K	0.04%	327
2018 Q4	$1.22M	Sell	16,542 -1,944	-11%	-$149K	0.19%	100
2018 Q3	$1.23M	Buy	18,486 +14,107	+322%	+$968K	0.12%	121
2018 Q2	$300K	Hold	4,379	–	–	0.03%	364
2018 Q1	$255K	Sell	4,379 -133	-3%	-$7.53K	0.03%	402
2017 Q4	$255K	Sell	4,512 -999	-18%	-$52.6K	0.03%	386
2017 Q3	$258K	Hold	5,511	–	–	0.03%	399
2017 Q2	$243K	Hold	5,511	–	–	0.03%	449
2017 Q1	$232K	Sell	5,511 -3,599	-40%	-$142K	0.03%	468
2016 Q4	$345K	Buy	+9,110	New	+$311K	0.04%	358

Other funds holding LW

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's LW Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of Lamb Weston (LW) in Q1 2020, closing a stake of 4,209 shares — an estimated $362K sold.

Sheaff Brock Investment Advisors first reported a position in LW in Q4 2016 and held it in 13 quarters. The position peaked at $1.23M in Q3 2018. 602 funds tracked by Wall St. Rank hold LW as of Q1 2020.

Sheaff Brock Investment Advisors reported no remaining Lamb Weston position as of Q1 2020 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 4,209 Lamb Weston shares in Q1 2020, an estimated $362K.
Sheaff Brock Investment Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 13 quarters.
Sheaff Brock Investment Advisors's Lamb Weston position peaked at $1.23M in Q3 2018.
602 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.