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
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2019 Filed on Apr 08, 2019
83
$16.77 - $19.07 $1.39K - $1.58K
Millendo
Q1 2019 Filed on Apr 08, 2019
9
N/A
Northeast
Q1 2019 Filed on Apr 08, 2019
160
N/A
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 08, 2019
540
$41.03 - $48.13 $22.2K - $26K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2019 Filed on Apr 08, 2019
345
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2019 Filed on Apr 08, 2019
345
N/A
TRI
Thomson Reuters Corp

Industrials
Q1 2019 Filed on Apr 08, 2019
499
$46.87 - $59.2 $23.4K - $29.5K
YELP
Yelp Inc

Communication Services
Q1 2019 Filed on Apr 08, 2019
800
$33.64 - $39.94 $26.9K - $32K
Third Point Reinsurance LTD
Q1 2019 Filed on Apr 08, 2019
1,250
N/A
BLDR
Builders First Source, Inc.

Industrials
Q4 2018 Filed on Feb 13, 2019
9,025
$10.23 - $14.58 $92.3K - $132K
Cigna Corp
Q4 2018 Filed on Feb 13, 2019
3,827
N/A
Dell Technologies Inc Cl V
Q4 2018 Filed on Feb 13, 2019
210
N/A
Enbridge Energy Partners LP
Q4 2018 Filed on Feb 13, 2019
1,300
N/A
Energy Xxi Gulf Coast
Q4 2018 Filed on Feb 13, 2019
2,000
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 13, 2019
3,135
N/A
Express Scripts Holding CO
Q4 2018 Filed on Feb 13, 2019
440
N/A
TV
Grupo Televisa, S.A.B.

Communication Services
Q4 2018 Filed on Feb 13, 2019
1,200
$12.25 - $17.9 $14.7K - $21.5K
K2 M Group Holdings Inc
Q4 2018 Filed on Feb 13, 2019
61
N/A
Northwest Natural Gas
Q4 2018 Filed on Feb 13, 2019
530
N/A
Pdl Biopharma Inc
Q4 2018 Filed on Feb 13, 2019
500
N/A
Phh Group Inc
Q4 2018 Filed on Feb 13, 2019
88
N/A
Praxair Inc
Q4 2018 Filed on Feb 13, 2019
13,899
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 13, 2019
17,781
N/A
Tetraphase Pharmaceuticals
Q4 2018 Filed on Feb 13, 2019
2,800
N/A
Thomson Reuters Corporation
Q4 2018 Filed on Feb 13, 2019
550
N/A
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Feb 13, 2019
60
$15.06 - $38.11 $904 - $2.29K
BBU
Brookfield Business Partners L.P.

Industrials
Q4 2018 Filed on Feb 13, 2019
232
$19.51 - $29.36 $4.53K - $6.81K
Brookfield Property Partners LP
Q4 2018 Filed on Feb 13, 2019
445
N/A
Aetna Inc
Q4 2018 Filed on Feb 13, 2019
26
N/A
Andeavor
Q4 2018 Filed on Feb 13, 2019
514
N/A
RGA
Reinsurance Group Of America Inc

Financial Services
Q4 2018 Filed on Feb 13, 2019
9
$128.18 - $150.43 $1.15K - $1.35K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q4 2018 Filed on Feb 13, 2019
1,114
$45.74 - $60.45 $51K - $67.3K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q4 2018 Filed on Feb 13, 2019
3,167
N/A
Bank Of The Ozarks Inc
Q3 2018 Filed on Oct 31, 2018
1,822
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q3 2018 Filed on Oct 31, 2018
373
$36.63 - $42.76 $13.7K - $15.9K
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2018 Filed on Oct 31, 2018
2,175
$50.19 - $65.77 $109K - $143K
Dr Pepper Snapple Group Inc
Q3 2018 Filed on Oct 31, 2018
15,375
N/A
Halyard Health Inc
Q3 2018 Filed on Oct 31, 2018
189
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q3 2018 Filed on Oct 31, 2018
100
N/A
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Oct 31, 2018
7,789
$112.51 - $120.82 $876K - $941K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2018 Filed on Oct 31, 2018
3,000
$14.29 - $14.75 $42.9K - $44.3K
IDLB
Invesco ETF Tr Ii Ftse Intl Lo

ETFs
Q3 2018 Filed on Oct 31, 2018
30,819
N/A
AN
Autonation, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 07, 2018
161
$45.41 - $51.06 $7.31K - $8.22K
Fuel Cell Energy Inc
Q2 2018 Filed on Aug 07, 2018
2,500
N/A
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q2 2018 Filed on Aug 07, 2018
1,770
$9.16 - $10.24 $16.2K - $18.1K
JHS
John Hancock Income Securities Trust

Financial Services
Q2 2018 Filed on Aug 07, 2018
415
$13.23 - $14.28 $5.49K - $5.93K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2018 Filed on Aug 07, 2018
295
$113.81 - $117.24 $33.6K - $34.6K
Klx Inc
Q2 2018 Filed on Aug 07, 2018
2,000
N/A
Leucadia National Corp
Q2 2018 Filed on Aug 07, 2018
2,025
N/A
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