Loring Wolcott & Coolidge Fiduciary Advisors’s Boston Properties BXP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BXP Stock Details BXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-290	Closed	-$33K	–	779
2021 Q2	$33K	Buy	+290	New	+$32.6K	﹤0.01%	502
2021 Q1	–	Sell	-290	Closed	-$27K	–	365
2020 Q4	$27K	Hold	290	–	–	﹤0.01%	483
2020 Q3	$23K	Hold	290	–	–	﹤0.01%	455
2020 Q2	$26K	Hold	290	–	–	﹤0.01%	425
2020 Q1	$27K	Hold	290	–	–	﹤0.01%	433
2019 Q4	$40K	Hold	290	–	–	﹤0.01%	440
2019 Q3	$38K	Hold	290	–	–	﹤0.01%	432
2019 Q2	$37K	Buy	290 +40	+16%	+$5.37K	﹤0.01%	433
2019 Q1	$33K	Hold	250	–	–	﹤0.01%	449
2018 Q4	$28K	Hold	250	–	–	﹤0.01%	469
2018 Q3	$31K	Hold	250	–	–	﹤0.01%	459
2018 Q2	$31K	Sell	250 -1,125	-82%	-$136K	﹤0.01%	468
2018 Q1	$169K	Sell	1,375 -8	-0.6%	-$973	﹤0.01%	299
2017 Q4	$180K	Hold	1,383	–	–	﹤0.01%	297
2017 Q3	$170K	Buy	1,383 +8	+0.6%	+$969	﹤0.01%	293
2017 Q2	$166K	Hold	1,375	–	–	﹤0.01%	289
2017 Q1	$182K	Hold	1,375	–	–	﹤0.01%	283
2016 Q4	$173K	Hold	1,375	–	–	﹤0.01%	281
2016 Q3	$187K	Hold	1,375	–	–	﹤0.01%	267
2016 Q2	$181K	Hold	1,375	–	–	﹤0.01%	262
2016 Q1	$175K	Buy	1,375 +250	+22%	+$29.7K	﹤0.01%	254
2015 Q4	$143K	Hold	1,125	–	–	﹤0.01%	301
2015 Q3	$136K	Hold	1,125	–	–	﹤0.01%	318
2015 Q2	$136K	Hold	1,125	–	–	﹤0.01%	318
2015 Q1	$158K	Hold	1,125	–	–	﹤0.01%	311
2014 Q4	$145K	Hold	1,125	–	–	﹤0.01%	316
2014 Q3	$130K	Hold	1,125	–	–	﹤0.01%	316
2014 Q2	$133K	Hold	1,125	–	–	﹤0.01%	319
2014 Q1	$129K	Hold	1,125	–	–	﹤0.01%	309
2013 Q4	$113K	Hold	1,125	–	–	﹤0.01%	316
2013 Q3	$120K	Hold	1,125	–	–	﹤0.01%	290
2013 Q2	$119K	Buy	+1,125	New	+$122K	﹤0.01%	305

Other funds holding BXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BXP Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Boston Properties (BXP) in Q3 2021, closing a stake of 290 shares — an estimated $33K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BXP in Q2 2013 and held it in 32 quarters. The position peaked at $187K in Q3 2016. 504 funds tracked by Wall St. Rank hold BXP as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Boston Properties position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 290 Boston Properties shares in Q3 2021, an estimated $33K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Boston Properties in Q2 2013 and held it in 32 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Boston Properties position peaked at $187K in Q3 2016.
504 funds tracked by Wall St. Rank held Boston Properties as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.