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Loring Wolcott & Coolidge Fiduciary Advisors’s Barclays BCS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-578
Closed -$6K – 766
2021
Q2 		$6K Buy
+578
New +$5.9K ﹤0.01% 707

Other funds holding BCS

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BCS Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Barclays (BCS) in Q3 2021, closing a stake of 578 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BCS in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 269 funds tracked by Wall St. Rank hold BCS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Barclays position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 578 Barclays shares in Q3 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Barclays in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Barclays position peaked at $6K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held Barclays as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.