YHB Investment Advisors’s Loews L Stock Holding History

YHB Investment 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
2016 Q3	–	Sell	-11,904	Closed	-$489K	–	169
2016 Q2	$489K	Buy	+11,904	New	+$472K	0.11%	118
2016 Q1	–	Sell	-13,104	Closed	-$503K	–	156
2015 Q4	$503K	Hold	13,104	–	–	0.11%	119
2015 Q3	$474K	Sell	13,104 -734	-5%	-$27.5K	0.11%	123
2015 Q2	$533K	Sell	13,838 -8,463	-38%	-$344K	0.12%	122
2015 Q1	$911K	Sell	22,301 -1,920	-8%	-$77.8K	0.2%	103
2014 Q4	$1.02M	Sell	24,221 -5,580	-19%	-$234K	0.23%	103
2014 Q3	$1.24M	Sell	29,801 -2,055	-6%	-$88.4K	0.3%	88
2014 Q2	$1.4M	Sell	31,856 -13,819	-30%	-$603K	0.34%	83
2014 Q1	$2.01M	Buy	45,675 +4,775	+12%	+$214K	0.51%	68
2013 Q4	$1.97M	Hold	40,900	–	–	0.53%	66
2013 Q3	$1.91M	Buy	40,900 +3,800	+10%	+$175K	0.57%	59
2013 Q2	$1.65M	Buy	+37,100	New	+$1.66M	0.51%	63

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

YHB Investment Advisors's L Position: Q3 2016 in Review

YHB Investment Advisors sold out of Loews (L) in Q3 2016, closing a stake of 11,904 shares — an estimated $489K sold.

YHB Investment Advisors first reported a position in L in Q2 2013 and held it in 12 quarters. The position peaked at $2.01M in Q1 2014. 429 funds tracked by Wall St. Rank hold L as of Q3 2016.

YHB Investment Advisors reported no remaining Loews position as of Q3 2016 after selling out during the quarter.
YHB Investment Advisors sold 11,904 Loews shares in Q3 2016, an estimated $489K.
YHB Investment Advisors first reported a position in Loews in Q2 2013 and held it in 12 quarters.
YHB Investment Advisors's Loews position peaked at $2.01M in Q1 2014.
429 funds tracked by Wall St. Rank held Loews as of Q3 2016.

Based on YHB Investment Advisors's 13F filing for Q3 2016, filed 24 Oct 2016.