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Loring Wolcott & Coolidge Fiduciary Advisors’s BlackBerry BB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,053
Closed -$24K – 671
2018
Q1 		$24K Buy
+2,053
New +$26.1K ﹤0.01% 518

Other funds holding BB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLPIC
Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BB Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BlackBerry (BB) in Q2 2018, closing a stake of 2,053 shares — an estimated $24K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BB in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 264 funds tracked by Wall St. Rank hold BB as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BlackBerry position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,053 BlackBerry shares in Q2 2018, an estimated $24K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BlackBerry in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BlackBerry position peaked at $24K in Q1 2018.
  • 264 funds tracked by Wall St. Rank held BlackBerry as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.