LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AngloGold Ashanti AU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$10K | – | 729 |
|
|
2017
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 569 |
|
|
2017
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 563 |
|
|
2017
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 545 |
|
|
2017
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 545 |
|
|
2016
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 519 |
|
|
2016
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 498 |
|
|
2016
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 491 |
|
|
2016
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 508 |
|
|
2015
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 578 |
|
|
2015
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 551 |
|
|
2015
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 551 |
|
|
2015
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 566 |
|
|
2014
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 561 |
|
|
2014
Q3 | $12K | Sell |
1,000
-1,000
| -50% | -$12K | ﹤0.01% | 521 |
|
|
2014
Q2 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 471 |
|
|
2014
Q1 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 445 |
|
|
2013
Q4 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 459 |
|
|
2013
Q3 | $27K | Sell |
2,000
-150
| -7% | -$2.03K | ﹤0.01% | 414 |
|
|
2013
Q2 | $31K | Buy |
+2,150
| New | +$31K | ﹤0.01% | 436 |
|