LWCFA
APOL

Loring Wolcott & Coolidge Fiduciary Advisors’s Apollo Education Group Inc Class A APOL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$7K – 570
2013
Q2 		$7K Buy
+400
New +$7.62K ﹤0.01% 554

Other funds holding APOL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's APOL Position: Q3 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Apollo Education Group Inc Class A (APOL) in Q3 2013, closing a stake of 400 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in APOL in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 257 funds tracked by Wall St. Rank hold APOL as of Q3 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Apollo Education Group Inc Class A position as of Q3 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Apollo Education Group Inc Class A shares in Q3 2013, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Apollo Education Group Inc Class A in Q2 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Apollo Education Group Inc Class A position peaked at $7K in Q2 2013.
  • 257 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q3 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.