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WealthTrust-Arizona’s Lowe's Companies LOW Stock Holding History

WealthTrust-Arizona’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
2017
Q3 		– Sell
-60
Closed -$5K – 670
2017
Q2 		$5K Buy
+60
New +$4.9K ﹤0.01% 486
2015
Q1 		– Sell
-28
Closed -$2K – 663
2014
Q4 		$2K Buy
+28
New +$1.68K ﹤0.01% 555

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's LOW Position: Q3 2017 in Review

WealthTrust-Arizona sold out of Lowe's Companies (LOW) in Q3 2017, closing a stake of 60 shares — an estimated $5K sold.

WealthTrust-Arizona first reported a position in LOW in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 1,280 funds tracked by Wall St. Rank hold LOW as of Q3 2017.

  • WealthTrust-Arizona reported no remaining Lowe's Companies position as of Q3 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 60 Lowe's Companies shares in Q3 2017, an estimated $5K.
  • WealthTrust-Arizona first reported a position in Lowe's Companies in Q4 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Lowe's Companies position peaked at $5K in Q2 2017.
  • 1,280 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2017.

Based on WealthTrust-Arizona's 13F filing for Q3 2017, filed 18 Oct 2017.