LWCFA
BXLT

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

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BXLT Stock Details BXLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,500
Closed -$61K – 661
2016
Q1 		$61K Hold
1,500
– – ﹤0.01% 370
2015
Q4 		$59K Buy
+1,500
New +$52.3K ﹤0.01% 403

Other funds holding BXLT

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BXLT Position: Q2 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BAXALTA INC COM STK (DE) (BXLT) in Q2 2016, closing a stake of 1,500 shares — an estimated $61K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BXLT in Q4 2015 and held it in 2 quarters. The position peaked at $61K in Q1 2016. 8 funds tracked by Wall St. Rank hold BXLT as of Q2 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BAXALTA INC COM STK (DE) position as of Q2 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 BAXALTA INC COM STK (DE) shares in Q2 2016, an estimated $61K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BAXALTA INC COM STK (DE) in Q4 2015 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BAXALTA INC COM STK (DE) position peaked at $61K in Q1 2016.
  • 8 funds tracked by Wall St. Rank held BAXALTA INC COM STK (DE) as of Q2 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.