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Loring Wolcott & Coolidge Fiduciary Advisors’s Celldex Therapeutics CLDX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-83
Closed -$5K – 609
2016
Q2 		$5K Hold
83
– – ﹤0.01% 589
2016
Q1 		$5K Hold
83
– – ﹤0.01% 573
2015
Q4 		$20K Hold
83
– – ﹤0.01% 512
2015
Q3 		$32K Hold
83
– – ﹤0.01% 461
2015
Q2 		$32K Buy
+83
New +$33K ﹤0.01% 461

Other funds holding CLDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CLDX Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Celldex Therapeutics (CLDX) in Q3 2016, closing a stake of 83 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CLDX in Q2 2015 and held it in 5 quarters. The position peaked at $32K in Q3 2015. 138 funds tracked by Wall St. Rank hold CLDX as of Q3 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Celldex Therapeutics position as of Q3 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 83 Celldex Therapeutics shares in Q3 2016, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Celldex Therapeutics in Q2 2015 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Celldex Therapeutics position peaked at $32K in Q3 2015.
  • 138 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.