Loring Wolcott & Coolidge Fiduciary Advisors’s Central Pacific Financial CPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-568	Closed	-$16K	–	651
2021 Q4	$16K	Hold	568	–	–	﹤0.01%	554
2021 Q3	$15K	Hold	568	–	–	﹤0.01%	542
2021 Q2	$15K	Buy	+568	New	+$15.6K	﹤0.01%	565
2021 Q1	–	Sell	-568	Closed	-$11K	–	390
2020 Q4	$11K	Buy	+568	New	+$9.25K	﹤0.01%	554

Other funds holding CPF

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CPF Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Central Pacific Financial (CPF) in Q1 2022, closing a stake of 568 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CPF in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 165 funds tracked by Wall St. Rank hold CPF as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Central Pacific Financial position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 568 Central Pacific Financial shares in Q1 2022, an estimated $16K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Central Pacific Financial in Q4 2020 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Central Pacific Financial position peaked at $16K in Q4 2021.
165 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.