TRUE Private Wealth Advisors’s Loews L Stock Holding History

TRUE Private Wealth Advisors’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	-327	Closed	-$16.4K	–	622
2018 Q3	$16.4K	Buy	+327	New	+$16.4K	﹤0.01%	648

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's L Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Loews (L) in Q4 2018, closing a stake of 327 shares — an estimated $16.4K sold.

TRUE Private Wealth Advisors first reported a position in L in Q3 2018 and held it in 1 quarter. The position peaked at $16.4K in Q3 2018. 480 funds tracked by Wall St. Rank hold L as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining Loews position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 327 Loews shares in Q4 2018, an estimated $16.4K.
TRUE Private Wealth Advisors first reported a position in Loews in Q3 2018 and held it in 1 quarter.
TRUE Private Wealth Advisors's Loews position peaked at $16.4K in Q3 2018.
480 funds tracked by Wall St. Rank held Loews as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.