LWCFA
BPYU

Loring Wolcott & Coolidge Fiduciary Advisors’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BPYU Stock Details BPYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-320
Closed -$5K – 770
2020
Q4 		$5K Buy
+320
New +$4.87K ﹤0.01% 697

Other funds holding BPYU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BPYU Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q1 2021, closing a stake of 320 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BPYU in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 148 funds tracked by Wall St. Rank hold BPYU as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 320 Brookfield Property REIT Inc. Class A Common Stock shares in Q1 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Brookfield Property REIT Inc. Class A Common Stock position peaked at $5K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.