LWCFA
CORE

Loring Wolcott & Coolidge Fiduciary Advisors’s Core Mark Holding Co., Inc. CORE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-35
Closed -$1K – 908
2017
Q3 		$1K Buy
+35
New +$1.1K ﹤0.01% 761

Other funds holding CORE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CORE Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Core Mark Holding Co., Inc. (CORE) in Q4 2017, closing a stake of 35 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CORE in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 157 funds tracked by Wall St. Rank hold CORE as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Core Mark Holding Co., Inc. position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 35 Core Mark Holding Co., Inc. shares in Q4 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Core Mark Holding Co., Inc. in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Core Mark Holding Co., Inc. position peaked at $1K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.