LWCFA
CCF

Loring Wolcott & Coolidge Fiduciary Advisors’s Chase Corporation CCF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-56
Closed -$6K – 743
2020
Q4 		$6K Buy
+56
New +$5.87K ﹤0.01% 681

Other funds holding CCF

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Chase Corporation (CCF) in Q1 2021, closing a stake of 56 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CCF in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 110 funds tracked by Wall St. Rank hold CCF as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Chase Corporation position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 56 Chase Corporation shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Chase Corporation in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Chase Corporation position peaked at $6K in Q4 2020.
  • 110 funds tracked by Wall St. Rank held Chase Corporation as of Q1 2021.

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