SWP
OC icon

Strategic Wealth Partners’s Owens Corning OC Stock Holding History

Strategic Wealth Partners’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-306
Closed -$18 – 381
2019
Q3 		$18 Sell
306
-155
-34% -$8.87K ﹤0.01% 415
2019
Q2 		$26K Sell
461
-329
-42% -$16.8K 0.01% 294
2019
Q1 		$39K Sell
790
-124
-14% -$6.06K 0.02% 262
2018
Q4 		$43K Sell
914
-12,215
-93% -$592K 0.02% 246
2018
Q3 		$713K Buy
13,129
+1,540
+13% +$92.8K 0.38% 79
2018
Q2 		$734K Sell
11,589
-104
-0.9% -$7.18K 0.43% 77
2018
Q1 		$940K Sell
11,693
-218
-2% -$19K 0.48% 70
2017
Q4 		$983K Buy
+11,911
New +$1M 0.55% 63

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Strategic Wealth Partners's OC Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Owens Corning (OC) in Q4 2019, closing a stake of 306 shares — an estimated $18 sold.

Strategic Wealth Partners first reported a position in OC in Q4 2017 and held it in 8 quarters. The position peaked at $983K in Q4 2017. 429 funds tracked by Wall St. Rank hold OC as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Owens Corning position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 306 Owens Corning shares in Q4 2019, an estimated $18.
  • Strategic Wealth Partners first reported a position in Owens Corning in Q4 2017 and held it in 8 quarters.
  • Strategic Wealth Partners's Owens Corning position peaked at $983K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Owens Corning as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.