Wintrust Investments’s Loews L Stock Holding History

Wintrust Investments’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	-4,750	Closed	-$239K	–	352
2018 Q3	$239K	Hold	4,750	–	–	0.04%	316
2018 Q2	$229K	Hold	4,750	–	–	0.04%	315
2018 Q1	$236K	Hold	4,750	–	–	0.06%	224
2017 Q4	$238K	Hold	4,750	–	–	0.06%	256
2017 Q3	$227K	Hold	4,750	–	–	0.06%	249
2017 Q2	$222K	Hold	4,750	–	–	0.06%	269
2017 Q1	$222K	Sell	4,750 -1,400	-23%	-$65.4K	0.06%	267
2016 Q4	$288K	Buy	6,150 +350	+6%	+$15.4K	0.12%	160
2016 Q3	$239K	Hold	5,800	–	–	0.11%	164
2016 Q2	$38K	Buy	+5,800	New	+$230K	0.07%	117

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wintrust Investments's L Position: Q4 2018 in Review

Wintrust Investments sold out of Loews (L) in Q4 2018, closing a stake of 4,750 shares — an estimated $239K sold.

Wintrust Investments first reported a position in L in Q2 2016 and held it in 10 quarters. The position peaked at $288K in Q4 2016. 481 funds tracked by Wall St. Rank hold L as of Q4 2018.

Wintrust Investments reported no remaining Loews position as of Q4 2018 after selling out during the quarter.
Wintrust Investments sold 4,750 Loews shares in Q4 2018, an estimated $239K.
Wintrust Investments first reported a position in Loews in Q2 2016 and held it in 10 quarters.
Wintrust Investments's Loews position peaked at $288K in Q4 2016.
481 funds tracked by Wall St. Rank held Loews as of Q4 2018.

Based on Wintrust Investments's 13F filing for Q4 2018, filed 13 Feb 2019.