Loring Wolcott & Coolidge Fiduciary Advisors’s AllianceBernstein AB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-90	Closed	-$2K	–	780
2017 Q2	$2K	Hold	90	–	–	﹤0.01%	613
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	598
2016 Q4	$2K	Hold	90	–	–	﹤0.01%	579
2016 Q3	$2K	Hold	90	–	–	﹤0.01%	594
2016 Q2	$2K	Hold	90	–	–	﹤0.01%	612
2016 Q1	$2K	Hold	90	–	–	﹤0.01%	599
2015 Q4	$2K	Hold	90	–	–	﹤0.01%	617
2015 Q3	$3K	Hold	90	–	–	﹤0.01%	589
2015 Q2	$3K	Hold	90	–	–	﹤0.01%	589
2015 Q1	$3K	Hold	90	–	–	﹤0.01%	602
2014 Q4	$2K	Hold	90	–	–	﹤0.01%	612
2014 Q3	$2K	Hold	90	–	–	﹤0.01%	579
2014 Q2	$2K	Hold	90	–	–	﹤0.01%	610
2014 Q1	$2K	Hold	90	–	–	﹤0.01%	606
2013 Q4	$2K	Sell	90 -3,000	-97%	-$64.4K	﹤0.01%	582
2013 Q3	$61K	Hold	3,090	–	–	﹤0.01%	354
2013 Q2	$64K	Buy	+3,090	New	+$73.2K	﹤0.01%	369

Other funds holding AB

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AB Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AllianceBernstein (AB) in Q3 2017, closing a stake of 90 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AB in Q2 2013 and held it in 17 quarters. The position peaked at $64K in Q2 2013. 151 funds tracked by Wall St. Rank hold AB as of Q3 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AllianceBernstein position as of Q3 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 90 AllianceBernstein shares in Q3 2017, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AllianceBernstein in Q2 2013 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's AllianceBernstein position peaked at $64K in Q2 2013.
151 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.