LWCFA
BRG

Loring Wolcott & Coolidge Fiduciary Advisors’s BG GROUP PLC ADS(RP 5 ORD SHS) BRG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,250
Closed -$38K – 588
2013
Q2 		$38K Buy
+2,250
New +$38K ﹤0.01% 417

Other funds holding BRG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.61% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GC
Gratry & Company Beachwood, Ohio $72.2M AUM 19.91% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BRG Position: Q3 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BG GROUP PLC ADS(RP 5 ORD SHS) (BRG) in Q3 2013, closing a stake of 2,250 shares — an estimated $38K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BRG in Q2 2013 and held it in 1 quarter. The position peaked at $38K in Q2 2013. 26 funds tracked by Wall St. Rank hold BRG as of Q3 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BG GROUP PLC ADS(RP 5 ORD SHS) position as of Q3 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,250 BG GROUP PLC ADS(RP 5 ORD SHS) shares in Q3 2013, an estimated $38K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BG GROUP PLC ADS(RP 5 ORD SHS) in Q2 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BG GROUP PLC ADS(RP 5 ORD SHS) position peaked at $38K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held BG GROUP PLC ADS(RP 5 ORD SHS) as of Q3 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.