LWCFA
BEAM

Loring Wolcott & Coolidge Fiduciary Advisors’s BEAM INC COM STK (DE) BEAM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-132
Closed -$11K – 657
2014
Q1 		$11K Hold
132
– – ﹤0.01% 544
2013
Q4 		$9K Buy
+132
New +$8.92K ﹤0.01% 535
2013
Q3 		– Sell
-610
Closed -$38K – 578
2013
Q2 		$38K Buy
+610
New +$39.5K ﹤0.01% 416

Loring Wolcott & Coolidge Fiduciary Advisors's BEAM Position: Q2 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 132 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BEAM in Q2 2013 and held it in 3 quarters. The position peaked at $38K in Q2 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 132 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BEAM INC COM STK (DE) position peaked at $38K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.