Wealthcare Capital Management’s Loews L Stock Holding History

Wealthcare Capital Management’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
2020 Q1	–	Sell	-42	Closed	-$2K	–	467
2019 Q4	$2K	Buy	+42	New	+$2.12K	﹤0.01%	495
2015 Q2	–	Sell	-155	Closed	-$6K	–	654
2015 Q1	$6K	Buy	+155	New	+$6.28K	﹤0.01%	592

Other funds holding L

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Wealthcare Capital Management's L Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Loews (L) in Q1 2020, closing a stake of 42 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in L in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2015. 420 funds tracked by Wall St. Rank hold L as of Q1 2020.

Wealthcare Capital Management reported no remaining Loews position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 42 Loews shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Loews in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's Loews position peaked at $6K in Q1 2015.
420 funds tracked by Wall St. Rank held Loews as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.