LWCFA
ACAS

Loring Wolcott & Coolidge Fiduciary Advisors’s American Capital Ltd ACAS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-7,500
Closed -$114K – 669
2016
Q1 		$114K Hold
7,500
– – ﹤0.01% 307
2015
Q4 		$103K Buy
+7,500
New +$102K ﹤0.01% 343

Other funds holding ACAS

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ACAS Position: Q2 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of American Capital Ltd (ACAS) in Q2 2016, closing a stake of 7,500 shares — an estimated $114K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ACAS in Q4 2015 and held it in 2 quarters. The position peaked at $114K in Q1 2016. 219 funds tracked by Wall St. Rank hold ACAS as of Q2 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining American Capital Ltd position as of Q2 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 7,500 American Capital Ltd shares in Q2 2016, an estimated $114K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in American Capital Ltd in Q4 2015 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's American Capital Ltd position peaked at $114K in Q1 2016.
  • 219 funds tracked by Wall St. Rank held American Capital Ltd as of Q2 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.