WSA
LOW icon

Willow Street Advisors’s Lowe's Companies LOW Stock Holding History

Willow Street 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
2013
Q4 		– Sell
-7,000
Closed -$333K – 143
2013
Q3 		$333K Hold
7,000
– – 0.21% 112
2013
Q2 		$286K Buy
+7,000
New +$282K 0.18% 119

Other funds holding LOW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Willow Street Advisors's LOW Position: Q4 2013 in Review

Willow Street Advisors sold out of Lowe's Companies (LOW) in Q4 2013, closing a stake of 7,000 shares — an estimated $333K sold.

Willow Street Advisors first reported a position in LOW in Q2 2013 and held it in 2 quarters. The position peaked at $333K in Q3 2013. 972 funds tracked by Wall St. Rank hold LOW as of Q4 2013.

  • Willow Street Advisors reported no remaining Lowe's Companies position as of Q4 2013 after selling out during the quarter.
  • Willow Street Advisors sold 7,000 Lowe's Companies shares in Q4 2013, an estimated $333K.
  • Willow Street Advisors first reported a position in Lowe's Companies in Q2 2013 and held it in 2 quarters.
  • Willow Street Advisors's Lowe's Companies position peaked at $333K in Q3 2013.
  • 972 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.