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WFG Advisors’s Loews L Stock Holding History

WFG Advisors’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
2017
Q1 		– Sell
-157
Closed -$7K – 1586
2016
Q4 		$7K Buy
+157
New +$6.89K ﹤0.01% 1203
2015
Q1 		– Sell
-61
Closed -$3K – 1935
2014
Q4 		$3K Hold
61
– – ﹤0.01% 1783
2014
Q3 		$3K Buy
61
+32
+110% +$1.38K ﹤0.01% 1798
2014
Q2 		$1K Hold
29
– – ﹤0.01% 1909
2014
Q1 		$1K Buy
+29
New +$1.3K ﹤0.01% 1899
2013
Q4 		– Sell
-49
Closed -$2K – 2271
2013
Q3 		$2K Buy
+49
New +$2.25K ﹤0.01% 1938

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

WFG Advisors's L Position: Q1 2017 in Review

WFG Advisors sold out of Loews (L) in Q1 2017, closing a stake of 157 shares — an estimated $7K sold.

WFG Advisors first reported a position in L in Q3 2013 and held it in 6 quarters. The position peaked at $7K in Q4 2016. 449 funds tracked by Wall St. Rank hold L as of Q1 2017.

  • WFG Advisors reported no remaining Loews position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 157 Loews shares in Q1 2017, an estimated $7K.
  • WFG Advisors first reported a position in Loews in Q3 2013 and held it in 6 quarters.
  • WFG Advisors's Loews position peaked at $7K in Q4 2016.
  • 449 funds tracked by Wall St. Rank held Loews as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.