LWCFA
BRO icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Brown & Brown BRO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-274
Closed -$6K – 796
2017
Q2 		$6K Buy
+274
New +$5.87K ﹤0.01% 567

Other funds holding BRO

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BRO Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brown & Brown (BRO) in Q3 2017, closing a stake of 274 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BRO in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 269 funds tracked by Wall St. Rank hold BRO as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brown & Brown position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 274 Brown & Brown shares in Q3 2017, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brown & Brown in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Brown & Brown position peaked at $6K in Q2 2017.
  • 269 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.