Loring Wolcott & Coolidge Fiduciary Advisors’s Acco Brands ACCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,500	Closed	-$18K	–	584
2020 Q1	$18K	Hold	3,500	–	–	﹤0.01%	473
2019 Q4	$33K	Hold	3,500	–	–	﹤0.01%	462
2019 Q3	$35K	Hold	3,500	–	–	﹤0.01%	450
2019 Q2	$28K	Hold	3,500	–	–	﹤0.01%	469
2019 Q1	$30K	Hold	3,500	–	–	﹤0.01%	465
2018 Q4	$22K	Buy	+3,500	New	+$29.9K	﹤0.01%	501
2014 Q1	–	Sell	-26	Closed	–	–	616
2013 Q4	$0	Buy	+26	New	+$165	﹤0.01%	592

Other funds holding ACCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ACCO Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Acco Brands (ACCO) in Q2 2020, closing a stake of 3,500 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ACCO in Q4 2013 and held it in 7 quarters. The position peaked at $35K in Q3 2019. 185 funds tracked by Wall St. Rank hold ACCO as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Acco Brands position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,500 Acco Brands shares in Q2 2020, an estimated $18K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Acco Brands in Q4 2013 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Acco Brands position peaked at $35K in Q3 2019.
185 funds tracked by Wall St. Rank held Acco Brands as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.