Smith Salley Wealth Management’s Loews L Stock Holding History

Smith Salley Wealth Management’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-4,820	Closed	-$201K	–	173
2014 Q3	$201K	Sell	4,820 -7,259	-60%	-$312K	0.05%	170
2014 Q2	$531K	Buy	+12,079	New	+$528K	0.14%	127

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Smith Salley Wealth Management's L Position: Q4 2014 in Review

Smith Salley Wealth Management sold out of Loews (L) in Q4 2014, closing a stake of 4,820 shares — an estimated $201K sold.

Smith Salley Wealth Management first reported a position in L in Q2 2014 and held it in 2 quarters. The position peaked at $531K in Q2 2014. 441 funds tracked by Wall St. Rank hold L as of Q4 2014.

Smith Salley Wealth Management reported no remaining Loews position as of Q4 2014 after selling out during the quarter.
Smith Salley Wealth Management sold 4,820 Loews shares in Q4 2014, an estimated $201K.
Smith Salley Wealth Management first reported a position in Loews in Q2 2014 and held it in 2 quarters.
Smith Salley Wealth Management's Loews position peaked at $531K in Q2 2014.
441 funds tracked by Wall St. Rank held Loews as of Q4 2014.

Based on Smith Salley Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.