SWP
L icon

Stratos Wealth Partners’s Loews L Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-863
Closed -$43K – 1734
2018
Q3 		$43K Buy
+863
New +$43.3K ﹤0.01% 1522
2018
Q2 		– Sell
-1,265
Closed -$63K – 1857
2018
Q1 		$63K Sell
1,265
-19,618
-94% -$992K ﹤0.01% 1448
2017
Q4 		$1.04M Buy
20,883
+283
+1% +$14K 0.05% 341
2017
Q3 		$986K Sell
20,600
-2,220
-10% -$106K 0.05% 336
2017
Q2 		$1.07M Buy
22,820
+600
+3% +$28.1K 0.06% 285
2017
Q1 		$1.04M Buy
22,220
+2,603
+13% +$122K 0.06% 275
2016
Q4 		$919K Buy
+19,617
New +$861K 0.06% 278
2015
Q4 		– Sell
-6,406
Closed -$232K – 612
2015
Q3 		$232K Buy
+6,406
New +$240K 0.03% 450
2015
Q2 		– Sell
-5,742
Closed -$234K – 578
2015
Q1 		$234K Buy
5,742
+570
+11% +$23.1K 0.03% 498
2014
Q4 		$217K Buy
+5,172
New +$217K 0.04% 426

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stratos Wealth Partners's L Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Loews (L) in Q4 2018, closing a stake of 863 shares — an estimated $43K sold.

Stratos Wealth Partners first reported a position in L in Q4 2014 and held it in 10 quarters. The position peaked at $1.07M in Q2 2017. 481 funds tracked by Wall St. Rank hold L as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Loews position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 863 Loews shares in Q4 2018, an estimated $43K.
  • Stratos Wealth Partners first reported a position in Loews in Q4 2014 and held it in 10 quarters.
  • Stratos Wealth Partners's Loews position peaked at $1.07M in Q2 2017.
  • 481 funds tracked by Wall St. Rank held Loews as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.