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Wealthspire Advisors (Maryland)’s Loews L Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,351
Closed -$65K – 1290
2019
Q1 		$65K Sell
1,351
-35
-3% -$1.65K ﹤0.01% 795
2018
Q4 		$63K Buy
1,386
+100
+8% +$4.71K 0.01% 759
2018
Q3 		$65K Sell
1,286
-15
-1% -$752 0.01% 871
2018
Q2 		$63K Sell
1,301
-22
-2% -$1.11K 0.01% 896
2018
Q1 		$66K Buy
1,323
+34
+3% +$1.72K 0.01% 880
2017
Q4 		$64K Buy
1,289
+9
+0.7% +$445 0.01% 905
2017
Q3 		$61K Buy
1,280
+56
+5% +$2.67K 0.01% 892
2017
Q2 		$57K Buy
1,224
+240
+24% +$11.2K 0.01% 900
2017
Q1 		$46K Buy
984
+768
+356% +$35.9K 0.01% 826
2016
Q4 		$10K Buy
216
+30
+16% +$1.32K ﹤0.01% 1223
2016
Q3 		$8K Sell
186
-388
-68% -$15.9K ﹤0.01% 1293
2016
Q2 		$24K Buy
574
+1
+0.2% +$40 ﹤0.01% 940
2016
Q1 		$22K Buy
573
+437
+321% +$16.1K ﹤0.01% 945
2015
Q4 		$5K Buy
+136
New +$5.06K ﹤0.01% 1352

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s L Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Loews (L) in Q2 2019, closing a stake of 1,351 shares — an estimated $65K sold.

Wealthspire Advisors (Maryland) first reported a position in L in Q4 2015 and held it in 14 quarters. The position peaked at $66K in Q1 2018. 474 funds tracked by Wall St. Rank hold L as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Loews position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,351 Loews shares in Q2 2019, an estimated $65K.
  • Wealthspire Advisors (Maryland) first reported a position in Loews in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Loews position peaked at $66K in Q1 2018.
  • 474 funds tracked by Wall St. Rank held Loews as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.