A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Adams Natural Resources Fund, Inc. stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 4,613 shares of PEO stock, worth $112,372. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,613
Previous 4,613 -0.0%
Holding current value
$112,372
Previous $108,000 0.93%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$19.94 - $23.06 $48,055 - $55,574
-2,410 Reduced 34.32%
4,613 $106,000
Q3 2023

Nov 03, 2023

SELL
$20.33 - $23.58 $22,362 - $25,937
-1,100 Reduced 13.54%
7,023 $162,000
Q4 2022

Feb 14, 2023

BUY
$20.37 - $24.36 $9,675 - $11,571
475 Added 6.21%
8,123 $183,000
Q2 2021

Aug 13, 2021

BUY
$14.48 - $16.8 $110,743 - $128,486
7,648 New
7,648 $124,000
Q1 2021

Apr 14, 2021

SELL
$11.4 - $15.52 $87,187 - $118,696
-7,648 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$14.64 - $16.7 $111,966 - $127,721
7,648 New
7,648 $121,000

Others Institutions Holding PEO

About ADAMS NATURAL RESOURCES FUND, INC.


  • Ticker PEO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,485,300
  • Market Cap $596M
  • Description
  • Adams Natural Resources Fund, Inc. is a publicly owned investment manager. The firm invests in the public equity markets across the globe. It invests in stocks of companies of all market capitalizations operating in the energy and natural resources sector including oil companies, exploration and production, utilities, services, and basic materia...
More about PEO
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