LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AerCap AER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,200
| Closed | -$164K | – | 737 |
|
|
2017
Q3 | $164K | Hold |
3,200
| – | – | ﹤0.01% | 297 |
|
|
2017
Q2 | $157K | Sell |
3,200
-1,675
| -34% | -$82.2K | ﹤0.01% | 297 |
|
|
2017
Q1 | $224K | Hold |
4,875
| – | – | ﹤0.01% | 263 |
|
|
2016
Q4 | $203K | Hold |
4,875
| – | – | ﹤0.01% | 265 |
|
|
2016
Q3 | $188K | Hold |
4,875
| – | – | ﹤0.01% | 266 |
|
|
2016
Q2 | $164K | Hold |
4,875
| – | – | ﹤0.01% | 273 |
|
|
2016
Q1 | $189K | Sell |
4,875
-1,310
| -21% | -$50.8K | ﹤0.01% | 244 |
|
|
2015
Q4 | $267K | Buy |
6,185
+4,140
| +202% | +$179K | 0.01% | 241 |
|
|
2015
Q3 | $94K | Hold |
2,045
| – | – | ﹤0.01% | 362 |
|
|
2015
Q2 | $94K | Hold |
2,045
| – | – | ﹤0.01% | 362 |
|
|
2015
Q1 | $89K | Hold |
2,045
| – | – | ﹤0.01% | 373 |
|
|
2014
Q4 | $79K | Hold |
2,045
| – | – | ﹤0.01% | 380 |
|
|
2014
Q3 | $84K | Hold |
2,045
| – | – | ﹤0.01% | 358 |
|
|
2014
Q2 | $94K | Hold |
2,045
| – | – | ﹤0.01% | 363 |
|
|
2014
Q1 | $86K | Buy |
+2,045
| New | +$86K | ﹤0.01% | 360 |
|