Stifel Trust’s Lowe's Companies LOW Stock Holding History

Stifel Trust’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
2014 Q3	$1.52M	Sell	28,747 -200	-0.7%	-$10.1K	0.29%	101
2014 Q2	$1.39M	Hold	28,947	–	–	0.26%	104
2014 Q1	$1.42M	Hold	28,947	–	–	0.27%	100
2013 Q4	$1.44M	Hold	28,947	–	–	0.27%	96
2013 Q3	$1.38M	Sell	28,947 -2,675	-8%	-$121K	0.27%	99
2013 Q2	$1.29M	Buy	+31,622	New	+$1.27M	0.27%	100

Other funds holding LOW

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BIT

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Trust's LOW Position: Q3 2014 in Review

Stifel Trust reduced its Lowe's Companies (LOW) stake by 0.69% in Q3 2014, selling an estimated $10.1K and leaving 28,747 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #101.

Stifel Trust first reported a position in LOW in Q2 2013 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold LOW as of Q3 2014.

Stifel Trust held 28,747 shares of Lowe's Companies worth $1.52M as of Q3 2014.
Stifel Trust sold 200 Lowe's Companies shares in Q3 2014, an estimated $10.1K.
Lowe's Companies made up 0.29% of Stifel Trust's portfolio in Q3 2014, its #101 holding.
Stifel Trust first reported a position in Lowe's Companies in Q2 2013 and has held it in 6 quarters since.
950 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.