LWCFA
ANCX

Loring Wolcott & Coolidge Fiduciary Advisors’s Access National Corp ANCX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ANCX Stock Details ANCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,631
Closed -$184K – 791
2018
Q4 		$184K Hold
8,631
– – ﹤0.01% 259
2018
Q3 		$234K Hold
8,631
– – ﹤0.01% 255
2018
Q2 		$247K Hold
8,631
– – ﹤0.01% 253
2018
Q1 		$246K Hold
8,631
– – ﹤0.01% 255
2017
Q4 		$240K Hold
8,631
– – ﹤0.01% 258
2017
Q3 		$247K Hold
8,631
– – ﹤0.01% 255
2017
Q2 		$229K Buy
+8,631
New +$243K ﹤0.01% 263

Other funds holding ANCX

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ANCX Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 8,631 shares — an estimated $184K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ANCX in Q2 2017 and held it in 7 quarters. The position peaked at $247K in Q2 2018. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 8,631 Access National Corp shares in Q1 2019, an estimated $184K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Access National Corp in Q2 2017 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Access National Corp position peaked at $247K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.