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Spectrum Management Group’s Loews L Stock Holding History

Spectrum Management Group’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
Q3 		– Sell
-430
Closed -$19K – 132
2014
Q2 		$19K Hold
430
– – 0.01% 88
2014
Q1 		$19K Hold
430
– – 0.01% 85
2013
Q4 		$21K Buy
+430
New +$20.6K 0.02% 90

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Spectrum Management Group's L Position: Q3 2014 in Review

Spectrum Management Group sold out of Loews (L) in Q3 2014, closing a stake of 430 shares — an estimated $19K sold.

Spectrum Management Group first reported a position in L in Q4 2013 and held it in 3 quarters. The position peaked at $21K in Q4 2013. 429 funds tracked by Wall St. Rank hold L as of Q3 2014.

  • Spectrum Management Group reported no remaining Loews position as of Q3 2014 after selling out during the quarter.
  • Spectrum Management Group sold 430 Loews shares in Q3 2014, an estimated $19K.
  • Spectrum Management Group first reported a position in Loews in Q4 2013 and held it in 3 quarters.
  • Spectrum Management Group's Loews position peaked at $21K in Q4 2013.
  • 429 funds tracked by Wall St. Rank held Loews as of Q3 2014.

Based on Spectrum Management Group's 13F filing for Q3 2014, filed 29 Oct 2014.