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
GPS
Gap Inc

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
24
$17.49 - $26.73 $420 - $642
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q2 2019 Filed on Aug 09, 2019
31,094
$30.58 - $33.75 $951K - $1.05M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
19
$13.41 - $20.51 $255 - $390
Micro Focus Intl PLC Adr
Q2 2019 Filed on Aug 09, 2019
164
N/A
RE
Everest Re Group LTD

Financial Services
Q2 2019 Filed on Aug 09, 2019
2
$214.69 - $253.31 $429 - $507
KBE
Spdr S&P Bank ETF

ETFs
Q2 2019 Filed on Aug 09, 2019
600
N/A
Seattle Genetics Inc
Q2 2019 Filed on Aug 09, 2019
505
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2019 Filed on Aug 09, 2019
400
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
10,000
$1.59 - $2.84 $15.9K - $28.4K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2019 Filed on Aug 09, 2019
750
$47.44 - $52.93 $35.6K - $39.7K
SKY
Skyline Champion Corp

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
2,000
$19.33 - $27.92 $38.7K - $55.8K
EMF
Templeton Emerging Markets Fund

Financial Services
Q2 2019 Filed on Aug 09, 2019
1,000
$14.05 - $15.57 $14.1K - $15.6K
Oaktree Capital Group LLC
Q2 2019 Filed on Aug 09, 2019
100
N/A
OCUL
Ocular Therapeutix, Inc

Healthcare
Q2 2019 Filed on Aug 09, 2019
20,000
$2.46 - $4.52 $49.2K - $90.4K
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2019 Filed on Aug 09, 2019
425
$3.04 - $4.27 $1.29K - $1.81K
M
Macy'S, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
56
$20.43 - $25.99 $1.14K - $1.46K
PVH
Pvh Corp.

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
4
$84.49 - $132.71 $338 - $531
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2019 Filed on Aug 09, 2019
389
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
11
$28.36 - $34.45 $312 - $379
Union Bankshares Corp
Q2 2019 Filed on Aug 09, 2019
6,473
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
3
$103.57 - $149.3 $311 - $448
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2019 Filed on Aug 09, 2019
31
$32.48 - $49.83 $1.01K - $1.54K
NLSN
Nielsen Holdings PLC

Industrials
Q2 2019 Filed on Aug 09, 2019
33
$21.99 - $26.87 $726 - $887
FTI
Technip Fmc PLC

Energy
Q2 2019 Filed on Aug 09, 2019
40
$15.48 - $19.3 $619 - $772
Access National Corp
Q1 2019 Filed on Apr 08, 2019
8,631
N/A
AMX
America Movil Sab De Cv

Communication Services
Q1 2019 Filed on Apr 08, 2019
843
$13.75 - $16.23 $11.6K - $13.7K
AMSC
American Superconductor Corp

Industrials
Q1 2019 Filed on Apr 08, 2019
697
$10.85 - $16.06 $7.56K - $11.2K
Athenahealth Inc
Q1 2019 Filed on Apr 08, 2019
70
N/A
Bank Of America Corp
Q1 2019 Filed on Apr 08, 2019
5,100
N/A
MKL
Markel Corp

Financial Services
Q1 2019 Filed on Apr 08, 2019
2
$957.49 - $1069.2 $1.91K - $2.14K
Mindbody Inc.
Q1 2019 Filed on Apr 08, 2019
220
N/A
Shire Pharma Group PLC Adr
Q1 2019 Filed on Apr 08, 2019
181
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q1 2019 Filed on Apr 08, 2019
1,200
$10.51 - $13.71 $12.6K - $16.5K
Tivity Health Inc
Q1 2019 Filed on Apr 08, 2019
6,395
N/A
Bb&T Corp
Q1 2019 Filed on Apr 08, 2019
1,800
N/A
PACW
Pacwest Bancorp

Financial Services
Q1 2019 Filed on Apr 08, 2019
35
$33.17 - $41.5 $1.16K - $1.45K
Twenty First Centy Fox Inc Cl A
Q1 2019 Filed on Apr 08, 2019
49
N/A
UTHR
United Therapeutics Corp

Healthcare
Q1 2019 Filed on Apr 08, 2019
10
$107.15 - $126.84 $1.07K - $1.27K
Vectren Corp
Q1 2019 Filed on Apr 08, 2019
21
N/A
Alps ETF Tr Alerian Mlp
Q1 2019 Filed on Apr 08, 2019
5,364
N/A
BME
Black Rock Health Sciences Trust

Financial Services
Q1 2019 Filed on Apr 08, 2019
600
$36.43 - $41.0 $21.9K - $24.6K
Frontier Communications
Q1 2019 Filed on Apr 08, 2019
735
N/A
Logmein Inc Com
Q1 2019 Filed on Apr 08, 2019
300
N/A
AADR
Advisorshares Dorsey Wright Ad

ETFs
Q1 2019 Filed on Apr 08, 2019
1,275
N/A
USLB
Invesco Russell 1000 Low Beta

ETFs
Q1 2019 Filed on Apr 08, 2019
42,223
$27.95 - $31.91 $1.18M - $1.35M
STEW
Boulder Growth & Income Fund

Financial Services
Q1 2019 Filed on Apr 08, 2019
4,240
$10.1 - $10.93 $42.8K - $46.3K
Flir Systems Inc
Q1 2019 Filed on Apr 08, 2019
50
N/A
IEP
Icahn Enterprises L.P.

Industrials
Q1 2019 Filed on Apr 08, 2019
247
$60.23 - $77.35 $14.9K - $19.1K
IEO
Ishares Tr

ETFs
Q1 2019 Filed on Apr 08, 2019
40
$52.48 - $59.62 $2.1K - $2.38K
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