Loring Wolcott & Coolidge Fiduciary Advisors LLP Closed Holding Positions

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.9 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Panhandle Oil And Gas Inc
Q2 2020 Filed on Jul 30, 2020
1,405
N/A
Pope Resources Del LTD
Q2 2020 Filed on Jul 30, 2020
2,000
N/A
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
5,974
N/A
TOWN
Towne Bank (Va)

Financial Services
Q2 2020 Filed on Jul 30, 2020
3,510
$16.15 - $21.28 $56.7K - $74.7K
United Technologies
Q2 2020 Filed on Jul 30, 2020
212,012
N/A
UONEK
Urban One Inc Cl D Non Vtg

Communication Services
Q2 2020 Filed on Jul 30, 2020
4,500
$0.63 - $4.15 $2.84K - $18.7K
Allergan PLC
Q2 2020 Filed on Jul 30, 2020
100
N/A
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2020 Filed on Jul 30, 2020
300
$55.36 - $81.72 $16.6K - $24.5K
COHR
Ii Vi Inc

Technology
Q2 2020 Filed on Jul 30, 2020
250
$93.2 - $156.22 $23.3K - $39.1K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2020 Filed on Jul 30, 2020
500
$34.36 - $47.4 $17.2K - $23.7K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2020 Filed on Jul 30, 2020
15,700
$41.29 - $53.37 $648K - $838K
Tocagen Inc
Q2 2020 Filed on Jul 30, 2020
2,898
N/A
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Jul 30, 2020
731
$93.85 - $109.23 $68.6K - $79.8K
RGR
Sturm Ruger & CO Inc

Industrials
Q2 2020 Filed on Jul 30, 2020
95
$50.52 - $76.0 $4.8K - $7.22K
Apergy
Q2 2020 Filed on Jul 30, 2020
7,500
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
2,600
$5.45 - $9.62 $14.2K - $25K
DAN
Dana Inc

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
2,000
$6.86 - $15.72 $13.7K - $31.4K
Lilis
Q2 2020 Filed on Jul 30, 2020
500
N/A
LAD
Lithia Motors Inc

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
325
$67.1 - $153.14 $21.8K - $49.8K
MKSI
Mks Instruments Inc

Technology
Q2 2020 Filed on Jul 30, 2020
400
$74.98 - $114.61 $30K - $45.8K
MAN
Manpower Group Inc.

Industrials
Q2 2020 Filed on Jul 30, 2020
375
$54.9 - $79.19 $20.6K - $29.7K
OC
Owens Corning

Industrials
Q2 2020 Filed on Jul 30, 2020
575
$34.98 - $60.19 $20.1K - $34.6K
SNX
Td Synnex Corp

Technology
Q2 2020 Filed on Jul 30, 2020
300
$33.81 - $59.88 $10.1K - $18K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q2 2020 Filed on Jul 30, 2020
1,900
$43.98 - $57.36 $83.6K - $109K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 30, 2020
500
$19.0 - $26.56 $9.5K - $13.3K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2020 Filed on Jul 30, 2020
56
$30.76 - $47.84 $1.72K - $2.68K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2020 Filed on Jul 30, 2020
3,252
$99.85 - $102.42 $325K - $333K
OI
O I Glass, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
2,750
$5.62 - $11.09 $15.5K - $30.5K
ALKS
Alkermes Plc.

Healthcare
Q2 2020 Filed on Jul 30, 2020
1,250
$13.31 - $19.41 $16.6K - $24.3K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Jul 30, 2020
1,965
$4.02 - $7.31 $7.9K - $14.4K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q2 2020 Filed on Jul 30, 2020
895
$6.91 - $13.67 $6.18K - $12.2K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 30, 2020
250
N/A
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q2 2020 Filed on Jul 30, 2020
1,100
$5.22 - $10.82 $5.74K - $11.9K
BRX
Brixmor Property Group Inc.

Real Estate
Q2 2020 Filed on Jul 30, 2020
1,015
$7.87 - $16.04 $7.99K - $16.3K
ELY
Callaway Golf CO

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
1,180
$9.43 - $17.69 $11.1K - $20.9K
ERF
Enerplus Corp

Energy
Q2 2020 Filed on Jul 30, 2020
825
$1.49 - $3.59 $1.23K - $2.96K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2020 Filed on Jul 30, 2020
930
$2.67 - $9.55 $2.48K - $8.88K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
1,600
$6.22 - $12.33 $9.95K - $19.7K
Highpoint Resources Corp
Q2 2020 Filed on Jul 30, 2020
4,980
N/A
HOFT
Hooker Furnishings Corp

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
650
$12.31 - $21.16 $8K - $13.8K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2020 Filed on Jul 30, 2020
179
$101.08 - $131.0 $18.1K - $23.4K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
Q2 2020 Filed on Jul 30, 2020
1,240
$21.63 - $28.64 $26.8K - $35.5K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
Q2 2020 Filed on Jul 30, 2020
2,290
$27.44 - $38.56 $62.8K - $88.3K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2020 Filed on Jul 30, 2020
1,700
$24.04 - $30.77 $40.9K - $52.3K
KOP
Koppers Holdings Inc.

Basic Materials
Q2 2020 Filed on Jul 30, 2020
415
$8.38 - $22.73 $3.48K - $9.43K
NHI
National Health Investors Inc

Real Estate
Q2 2020 Filed on Jul 30, 2020
230
$37.6 - $68.11 $8.65K - $15.7K
NMFC
New Mountain Finance Corp

Financial Services
Q2 2020 Filed on Jul 30, 2020
1,175
$5.02 - $10.45 $5.9K - $12.3K
Pennsylvania Real Estate
Q2 2020 Filed on Jul 30, 2020
1,585
N/A
ROLL
Rbc Bearings Inc

Industrials
Q2 2020 Filed on Jul 30, 2020
200
$110.2 - $154.76 $22K - $31K
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