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Sound View Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$2.08M Sell
18,985
-183
-1% -$18.3K 0.65% 48
2018
Q4 		$1.77M Buy
+19,168
New +$1.85M 0.64% 46

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Sound View Wealth Advisors's LOW Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.95% in Q1 2019, selling an estimated $18.3K and leaving 18,985 shares worth $2.08M. The position accounts for 0.65% of the portfolio, ranked #48.

Sound View Wealth Advisors first reported a position in LOW in Q4 2018 and has held it in 2 quarters since. 1,557 funds tracked by Wall St. Rank hold LOW as of Q1 2019.

  • Sound View Wealth Advisors held 18,985 shares of Lowe's Companies worth $2.08M as of Q1 2019.
  • Sound View Wealth Advisors sold 183 Lowe's Companies shares in Q1 2019, an estimated $18.3K.
  • Lowe's Companies made up 0.65% of Sound View Wealth Advisors's portfolio in Q1 2019, its #48 holding.
  • Sound View Wealth Advisors first reported a position in Lowe's Companies in Q4 2018 and has held it in 2 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.