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Sterneck Capital Management’s Dow Inc DOW Stock Holding History

Sterneck Capital Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,598
Closed -$228K – 74
2020
Q2 		$228K Buy
+5,598
New +$205K 0.21% 65
2020
Q1 		– Sell
-4,855
Closed -$266K – 82
2019
Q4 		$266K Sell
4,855
-1,155
-19% -$59.7K 0.21% 78
2019
Q3 		$286K Buy
+6,010
New +$281K 0.26% 66

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sterneck Capital Management's DOW Position: Q3 2020 in Review

Sterneck Capital Management sold out of Dow Inc (DOW) in Q3 2020, closing a stake of 5,598 shares — an estimated $228K sold.

Sterneck Capital Management first reported a position in DOW in Q3 2019 and held it in 3 quarters. The position peaked at $286K in Q3 2019. 1,147 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Sterneck Capital Management reported no remaining Dow Inc position as of Q3 2020 after selling out during the quarter.
  • Sterneck Capital Management sold 5,598 Dow Inc shares in Q3 2020, an estimated $228K.
  • Sterneck Capital Management first reported a position in Dow Inc in Q3 2019 and held it in 3 quarters.
  • Sterneck Capital Management's Dow Inc position peaked at $286K in Q3 2019.
  • 1,147 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Sterneck Capital Management's 13F filing for Q3 2020, filed 14 Oct 2020.