LWCFA
BDBD
Loring Wolcott & Coolidge Fiduciary Advisors’s BOULDER BRANDS INC BDBD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-393,295
| Closed | -$4.32M | – | 670 |
|
2015
Q4 | $4.32M | Sell |
393,295
-270,164
| -41% | -$2.97M | 0.11% | 97 |
|
2015
Q3 | $4.6M | Hold |
663,459
| – | – | 0.12% | 90 |
|
2015
Q2 | $4.6M | Sell |
663,459
-7,904
| -1% | -$54.8K | 0.12% | 90 |
|
2015
Q1 | $6.4M | Sell |
671,363
-27,775
| -4% | -$265K | 0.16% | 81 |
|
2014
Q4 | $7.73M | Buy |
699,138
+19,015
| +3% | +$210K | 0.2% | 78 |
|
2014
Q3 | $9.27M | Buy |
680,123
+11,518
| +2% | +$157K | 0.25% | 68 |
|
2014
Q2 | $9.48M | Buy |
668,605
+45,622
| +7% | +$647K | 0.26% | 65 |
|
2014
Q1 | $11M | Buy |
622,983
+4,850
| +0.8% | +$85.5K | 0.3% | 62 |
|
2013
Q4 | $9.8M | Buy |
618,133
+2,110
| +0.3% | +$33.5K | 0.27% | 64 |
|
2013
Q3 | $9.88M | Sell |
616,023
-8,355
| -1% | -$134K | 0.3% | 62 |
|
2013
Q2 | $7.52M | Buy |
+624,378
| New | +$7.52M | 0.24% | 80 |
|