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Simon Quick Advisors’s Lamb Weston LW Stock Holding History

Simon Quick 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
2018
Q1 		– Sell
-2,050
Closed -$120K – 383
2017
Q4 		$120K Sell
2,050
-1,070
-34% -$56.4K 0.05% 135
2017
Q3 		$146K Buy
+3,120
New +$140K 0.05% 157

Other funds holding LW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Simon Quick Advisors's LW Position: Q1 2018 in Review

Simon Quick Advisors sold out of Lamb Weston (LW) in Q1 2018, closing a stake of 2,050 shares — an estimated $120K sold.

Simon Quick Advisors first reported a position in LW in Q3 2017 and held it in 2 quarters. The position peaked at $146K in Q3 2017. 527 funds tracked by Wall St. Rank hold LW as of Q1 2018.

  • Simon Quick Advisors reported no remaining Lamb Weston position as of Q1 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 2,050 Lamb Weston shares in Q1 2018, an estimated $120K.
  • Simon Quick Advisors first reported a position in Lamb Weston in Q3 2017 and held it in 2 quarters.
  • Simon Quick Advisors's Lamb Weston position peaked at $146K in Q3 2017.
  • 527 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2018.

Based on Simon Quick Advisors's 13F filing for Q1 2018, filed 7 May 2018.