VWM
L icon

Valley Wealth Managers’s Loews L Stock Holding History

Valley Wealth Managers’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
2017
Q3 		– Sell
-6,895
Closed -$323K – 125
2017
Q2 		$323K Sell
6,895
-8,145
-54% -$382K 0.04% 106
2017
Q1 		$704K Sell
15,040
-4,400
-23% -$206K 0.09% 98
2016
Q4 		$910K Hold
19,440
– – 0.13% 87
2016
Q3 		$800K Hold
19,440
– – 0.12% 90
2016
Q2 		$798K Buy
19,440
+9,720
+100% +$386K 0.12% 89
2016
Q1 		$372K Buy
+9,720
New +$358K 0.06% 88

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valley Wealth Managers's L Position: Q3 2017 in Review

Valley Wealth Managers sold out of Loews (L) in Q3 2017, closing a stake of 6,895 shares — an estimated $323K sold.

Valley Wealth Managers first reported a position in L in Q1 2016 and held it in 6 quarters. The position peaked at $910K in Q4 2016. 469 funds tracked by Wall St. Rank hold L as of Q3 2017.

  • Valley Wealth Managers reported no remaining Loews position as of Q3 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 6,895 Loews shares in Q3 2017, an estimated $323K.
  • Valley Wealth Managers first reported a position in Loews in Q1 2016 and held it in 6 quarters.
  • Valley Wealth Managers's Loews position peaked at $910K in Q4 2016.
  • 469 funds tracked by Wall St. Rank held Loews as of Q3 2017.

Based on Valley Wealth Managers's 13F filing for Q3 2017, filed 30 Oct 2017.