Loring Wolcott & Coolidge Fiduciary Advisors’s Allied World Assurance Co Hld Lt AWH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AWH Stock Details AWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-900	Closed	-$48K	–	679
2017 Q1	$48K	Buy	+900	New	+$47.9K	﹤0.01%	418

Other funds holding AWH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AWH Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Allied World Assurance Co Hld Lt (AWH) in Q2 2017, closing a stake of 900 shares — an estimated $48K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AWH in Q1 2017 and held it in 1 quarter. The position peaked at $48K in Q1 2017. 172 funds tracked by Wall St. Rank hold AWH as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Allied World Assurance Co Hld Lt position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 900 Allied World Assurance Co Hld Lt shares in Q2 2017, an estimated $48K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Allied World Assurance Co Hld Lt in Q1 2017 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's Allied World Assurance Co Hld Lt position peaked at $48K in Q1 2017.
172 funds tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.