Whitney & Co’s Loews L Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-147	Closed	-$7K	–	289
2018 Q3	$7K	Sell	147 -75	-34%	-$3.76K	﹤0.01%	352
2018 Q2	$11K	Hold	222	–	–	﹤0.01%	238
2018 Q1	$11K	Buy	+222	New	+$11.2K	﹤0.01%	237

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitney & Co's L Position: Q4 2018 in Review

Whitney & Co sold out of Loews (L) in Q4 2018, closing a stake of 147 shares — an estimated $7K sold.

Whitney & Co first reported a position in L in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 480 funds tracked by Wall St. Rank hold L as of Q4 2018.

Whitney & Co reported no remaining Loews position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 147 Loews shares in Q4 2018, an estimated $7K.
Whitney & Co first reported a position in Loews in Q1 2018 and held it in 3 quarters.
Whitney & Co's Loews position peaked at $11K in Q2 2018.
480 funds tracked by Wall St. Rank held Loews as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.