W
LOW icon

Wealthfront’s Lowe's Companies LOW Stock Holding History

Wealthfront’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.19M Buy
19,107
+1,894
+11% +$197K 0.02% 116
2018
Q2 		$1.65M Sell
17,213
-3,542
-17% -$321K 0.02% 154
2018
Q1 		$1.82M Buy
20,755
+2,700
+15% +$256K 0.02% 148
2017
Q4 		$1.68M Buy
18,055
+1,763
+11% +$146K 0.02% 143
2017
Q3 		$1.3M Buy
16,292
+2,231
+16% +$171K 0.02% 148
2017
Q2 		$1.09M Sell
14,061
-3,148
-18% -$257K 0.02% 143
2017
Q1 		$1.42M Buy
17,209
+5,825
+51% +$446K 0.03% 109
2016
Q4 		$810K Buy
11,384
+327
+3% +$23.1K 0.02% 135
2016
Q3 		$798K Sell
11,057
-4,180
-27% -$325K 0.02% 126
2016
Q2 		$1.21M Buy
15,237
+5,078
+50% +$393K 0.03% 85
2016
Q1 		$770K Sell
10,159
-7,988
-44% -$564K 0.02% 105
2015
Q4 		$1.38M Buy
18,147
+3,048
+20% +$226K 0.05% 73
2015
Q3 		$1.04M Buy
15,099
+8,769
+139% +$603K 0.04% 74
2015
Q2 		$424K Buy
6,330
+456
+8% +$32.5K 0.02% 131
2015
Q1 		$437K Buy
5,874
+1,301
+28% +$93.3K 0.02% 93
2014
Q4 		$315K Buy
4,573
+884
+24% +$52.9K 0.02% 119
2014
Q3 		$195K Buy
3,689
+1,817
+97% +$91.8K 0.01% 162
2014
Q2 		$90K Buy
1,872
+34
+2% +$1.59K 0.01% 249
2014
Q1 		$91K Buy
+1,838
New +$88.7K 0.01% 139

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's LOW Position: Q3 2018 in Review

Wealthfront increased its Lowe's Companies (LOW) stake by 11% in Q3 2018, buying an estimated $197K and bringing the position to 19,107 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #116.

Wealthfront first reported a position in LOW in Q1 2014 and has held it in 19 quarters since. 1,521 funds tracked by Wall St. Rank hold LOW as of Q3 2018.

  • Wealthfront held 19,107 shares of Lowe's Companies worth $2.19M as of Q3 2018.
  • Wealthfront bought 1,894 Lowe's Companies shares in Q3 2018, an estimated $197K.
  • Lowe's Companies made up 0.02% of Wealthfront's portfolio in Q3 2018, its #116 holding.
  • Wealthfront first reported a position in Lowe's Companies in Q1 2014 and has held it in 19 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2018.

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