Wealthfront’s Loews L Stock Holding History

Wealthfront’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 Q3	$727K	Sell	14,465 -1,109	-7%	-$55.6K	0.01%	323
2018 Q2	$752K	Buy	15,574 +1,803	+13%	+$90.7K	0.01%	311
2018 Q1	$685K	Buy	13,771 +1,669	+14%	+$84.4K	0.01%	337
2017 Q4	$605K	Buy	12,102 +2,296	+23%	+$113K	0.01%	320
2017 Q3	$469K	Buy	9,806 +2,612	+36%	+$124K	0.01%	342
2017 Q2	$337K	Buy	+7,194	New	+$337K	0.01%	359
2015 Q4	–	Sell	-3,251	Closed	-$117K	–	702
2015 Q3	$117K	Buy	3,251 +644	+25%	+$24.1K	﹤0.01%	375
2015 Q2	$100K	Sell	2,607 -1,330	-34%	-$54.1K	﹤0.01%	399
2015 Q1	$161K	Buy	3,937 +1,077	+38%	+$43.6K	0.01%	288
2014 Q4	$120K	Buy	2,860 +2,034	+246%	+$85.2K	0.01%	328
2014 Q3	$34K	Sell	826 -119	-13%	-$5.12K	﹤0.01%	470
2014 Q2	$42K	Buy	945 +494	+110%	+$21.6K	﹤0.01%	402
2014 Q1	$20K	Buy	+451	New	+$20.2K	﹤0.01%	434

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

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

Norges Bank Oslo, Norway $935B AUM

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wealthfront's L Position: Q3 2018 in Review

Wealthfront reduced its Loews (L) stake by 7.1% in Q3 2018, selling an estimated $55.6K and leaving 14,465 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #323.

Wealthfront first reported a position in L in Q1 2014 and has held it in 13 quarters since. The position peaked at $752K in Q2 2018. 504 funds tracked by Wall St. Rank hold L as of Q3 2018.

Wealthfront held 14,465 shares of Loews worth $727K as of Q3 2018.
Wealthfront sold 1,109 Loews shares in Q3 2018, an estimated $55.6K.
Loews made up 0.01% of Wealthfront's portfolio in Q3 2018, its #323 holding.
Wealthfront first reported a position in Loews in Q1 2014 and has held it in 13 quarters since.
Wealthfront's Loews position peaked at $752K in Q2 2018.
504 funds tracked by Wall St. Rank held Loews as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.