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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 $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return