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WESPAC Advisors SoCal’s Lowe's Companies LOW Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-375
Closed -$41K – 200
2019
Q1 		$41K Sell
375
-125
-25% -$12.5K 0.02% 124
2018
Q4 		$46K Sell
500
-342
-41% -$33K 0.03% 125
2018
Q3 		$96K Buy
+842
New +$87.7K 0.05% 106

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WESPAC Advisors SoCal's LOW Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Lowe's Companies (LOW) in Q2 2019, closing a stake of 375 shares — an estimated $41K sold.

WESPAC Advisors SoCal first reported a position in LOW in Q3 2018 and held it in 3 quarters. The position peaked at $96K in Q3 2018. 1,548 funds tracked by Wall St. Rank hold LOW as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Lowe's Companies position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 375 Lowe's Companies shares in Q2 2019, an estimated $41K.
  • WESPAC Advisors SoCal first reported a position in Lowe's Companies in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Lowe's Companies position peaked at $96K in Q3 2018.
  • 1,548 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.