Loring Wolcott & Coolidge Fiduciary Advisors LLP Closed Holding Positions

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
Q2 2020 Filed on Jul 30, 2020
1,300
$4.69 - $11.55 $6.1K - $15K
Tristate Capital Holdings Inc
Q2 2020 Filed on Jul 30, 2020
895
N/A
HEAR
Turtle Beach Corp

Technology
Q2 2020 Filed on Jul 30, 2020
1,755
$5.78 - $15.67 $10.1K - $27.5K
USAK
Usa Truck Inc

Industrials
Q2 2020 Filed on Jul 30, 2020
1,295
$3.09 - $7.91 $4K - $10.2K
Vereit Inc
Q2 2020 Filed on Jul 30, 2020
2,250
N/A
WLKP
Westlake Chemical Partners LP

Basic Materials
Q2 2020 Filed on Jul 30, 2020
685
$14.5 - $22.22 $9.93K - $15.2K
Aqua America Inc
Q1 2020 Filed on Apr 15, 2020
2,342
N/A
CAC
Camden National Corp

Financial Services
Q1 2020 Filed on Apr 15, 2020
600
$28.94 - $48.16 $17.4K - $28.9K
CNQ
Canadian Natural Resources LTD

Energy
Q1 2020 Filed on Apr 15, 2020
200
$7.74 - $32.38 $1.55K - $6.48K
CARS
Cars.Com Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
166
$3.7 - $13.31 $614 - $2.21K
Encana Corp
Q1 2020 Filed on Apr 15, 2020
386,741
N/A
Hsbc Holdings PLC
Q1 2020 Filed on Apr 15, 2020
9,000
N/A
MSI
Motorola Solutions, Inc.

Technology
Q1 2020 Filed on Apr 15, 2020
950
$124.56 - $186.12 $118K - $177K
STKL
Sun Opta Inc.

Consumer Defensive
Q1 2020 Filed on Apr 15, 2020
6,400
$1.5 - $3.13 $9.6K - $20K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on Apr 15, 2020
225
$29.43 - $48.44 $6.62K - $10.9K
BKI
Black Knight, Inc.

Technology
Q1 2020 Filed on Apr 15, 2020
45
$52.01 - $76.1 $2.34K - $3.42K
E Trade Group Inc
Q1 2020 Filed on Apr 15, 2020
600
N/A
SATS
Echo Star Corp

Technology
Q1 2020 Filed on Apr 15, 2020
22
$26.72 - $43.39 $588 - $955
FHN
First Horizon Corp

Financial Services
Q1 2020 Filed on Apr 15, 2020
124
$6.81 - $17.27 $844 - $2.14K
Wr Grace
Q1 2020 Filed on Apr 15, 2020
11
N/A
Hollyfrontier Corp
Q1 2020 Filed on Apr 15, 2020
27
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
222
$58.66 - $143.81 $13K - $31.9K
HOUS
Anywhere Real Estate Inc.

Real Estate
Q1 2020 Filed on Apr 15, 2020
2,200
$2.29 - $13.11 $5.04K - $28.8K
SLM
Slm Corp

Financial Services
Q1 2020 Filed on Apr 15, 2020
2,750
$6.45 - $12.28 $17.7K - $33.8K
WTM
White Mountains Insurance Group LTD

Financial Services
Q1 2020 Filed on Apr 15, 2020
4
$696.04 - $1164.52 $2.78K - $4.66K
CNX
Cnx Resources Corp

Energy
Q1 2020 Filed on Apr 15, 2020
1,998
$5.03 - $9.0 $10K - $18K
CEIX
Consol Energy Inc.

Energy
Q1 2020 Filed on Apr 15, 2020
248
$3.69 - $14.67 $915 - $3.64K
VT
Vanguard Total World Stk Index

ETFs
Q1 2020 Filed on Apr 15, 2020
1,000
$54.48 - $83.17 $54.5K - $83.2K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
2,500
$2.77 - $10.97 $6.93K - $27.4K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2020 Filed on Apr 15, 2020
10
$4.87 - $47.37 $48.7 - $474
PKOH
Park Ohio Holdings Corp

Industrials
Q1 2020 Filed on Apr 15, 2020
50
$11.37 - $36.0 $569 - $1.8K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
75
$27.54 - $88.04 $2.07K - $6.6K
PSTG
Pure Storage, Inc.

Technology
Q1 2020 Filed on Apr 15, 2020
100
$8.76 - $19.74 $876 - $1.97K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
1,000
$20.57 - $62.57 $20.6K - $62.6K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
600
$7.77 - $59.65 $4.66K - $35.8K
JBLU
Jetblue Airways Corp

Industrials
Q1 2020 Filed on Apr 15, 2020
1,500
$6.86 - $21.56 $10.3K - $32.3K
Michaels Cos Inc
Q1 2020 Filed on Apr 15, 2020
2,000
N/A
HAE
Haemonetics Corp

Healthcare
Q1 2020 Filed on Apr 15, 2020
461
$74.34 - $121.82 $34.3K - $56.2K
Liberty Property Trust
Q1 2020 Filed on Apr 15, 2020
400
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Apr 15, 2020
727
N/A
AAL
American Airlines Group Inc.

Industrials
Q1 2020 Filed on Apr 15, 2020
850
$10.25 - $30.47 $8.71K - $25.9K
Axa
Q1 2020 Filed on Apr 15, 2020
1,000
N/A
EAT
Brinker International, Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
550
$7.62 - $45.77 $4.19K - $25.2K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q1 2020 Filed on Apr 15, 2020
500
$3.42 - $8.36 $1.71K - $4.18K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q1 2020 Filed on Apr 15, 2020
100
$2.41 - $9.56 $241 - $956
PFL
Pimco Income Strategy Fund

Financial Services
Q1 2020 Filed on Apr 15, 2020
2,628
$6.33 - $12.37 $16.6K - $32.5K
SCPL
Sci Play Corp

Communication Services
Q1 2020 Filed on Apr 15, 2020
2,000
$6.34 - $12.51 $12.7K - $25K
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email