LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s BlackLine BL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-470
Closed -$16K – 753
2017
Q3 		$16K Buy
+470
New +$15.9K ﹤0.01% 522

Other funds holding BL

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BL Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BlackLine (BL) in Q4 2017, closing a stake of 470 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BL in Q3 2017 and held it in 1 quarter. The position peaked at $16K in Q3 2017. 123 funds tracked by Wall St. Rank hold BL as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BlackLine position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 470 BlackLine shares in Q4 2017, an estimated $16K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BlackLine in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BlackLine position peaked at $16K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held BlackLine as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.