WA
LOW icon

WFG Advisors’s Lowe's Companies LOW Stock Holding History

WFG Advisors’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
Q2 		$221K Buy
2,846
+730
+34% +$59.7K 0.05% 348
2017
Q1 		$174K Sell
2,116
-769
-27% -$58.9K 0.05% 360
2016
Q4 		$205K Buy
2,885
+287
+11% +$20.3K 0.05% 374
2016
Q3 		$188K Buy
2,598
+120
+5% +$9.33K 0.05% 383
2016
Q2 		$196K Buy
2,478
+265
+12% +$20.5K 0.05% 346
2016
Q1 		$168K Buy
2,213
+28
+1% +$1.98K 0.05% 341
2015
Q4 		$166K Buy
2,185
+9
+0.4% +$668 0.05% 337
2015
Q3 		$150K Sell
2,176
-19
-0.9% -$1.31K 0.05% 355
2015
Q2 		$147K Sell
2,195
-9,888
-82% -$705K 0.04% 426
2015
Q1 		$899K Buy
12,083
+495
+4% +$35.5K 0.25% 86
2014
Q4 		$797K Sell
11,588
-53
-0.5% -$3.17K 0.16% 143
2014
Q3 		$616K Buy
11,641
+217
+2% +$11K 0.12% 213
2014
Q2 		$548K Buy
11,424
+1,139
+11% +$53.1K 0.1% 236
2014
Q1 		$503K Sell
10,285
-417
-4% -$20.1K 0.1% 244
2013
Q4 		$530K Buy
10,702
+2,156
+25% +$105K 0.08% 300
2013
Q3 		$407K Buy
8,546
+967
+13% +$43.9K 0.06% 323
2013
Q2 		$310K Buy
+7,579
New +$305K 0.05% 364

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WFG Advisors's LOW Position: Q2 2017 in Review

WFG Advisors increased its Lowe's Companies (LOW) stake by 34% in Q2 2017, buying an estimated $59.7K and bringing the position to 2,846 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #348.

WFG Advisors first reported a position in LOW in Q2 2013 and has held it in 17 quarters since. The position peaked at $899K in Q1 2015. 1,276 funds tracked by Wall St. Rank hold LOW as of Q2 2017.

  • WFG Advisors held 2,846 shares of Lowe's Companies worth $221K as of Q2 2017.
  • WFG Advisors bought 730 Lowe's Companies shares in Q2 2017, an estimated $59.7K.
  • Lowe's Companies made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #348 holding.
  • WFG Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Lowe's Companies position peaked at $899K in Q1 2015.
  • 1,276 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.