LWCFA
ASA

Loring Wolcott & Coolidge Fiduciary Advisors’s ASA Gold and Precious Metals ASA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ASA Stock Details ASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$13K – 618
2014
Q1 		$13K Hold
1,000
– – ﹤0.01% 521
2013
Q4 		$12K Buy
+1,000
New +$12.9K ﹤0.01% 509

Other funds holding ASA

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ASA Position: Q2 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ASA Gold and Precious Metals (ASA) in Q2 2014, closing a stake of 1,000 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ASA in Q4 2013 and held it in 2 quarters. The position peaked at $13K in Q1 2014. 44 funds tracked by Wall St. Rank hold ASA as of Q2 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ASA Gold and Precious Metals position as of Q2 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 ASA Gold and Precious Metals shares in Q2 2014, an estimated $13K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ASA Gold and Precious Metals in Q4 2013 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ASA Gold and Precious Metals position peaked at $13K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.