LWCFA
CRI icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Carter's CRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-51
Closed -$5K – 684
2019
Q2 		$5K Buy
+51
New +$4.97K ﹤0.01% 605
2016
Q3 		– Sell
-90
Closed -$10K – 610
2016
Q2 		$10K Buy
+90
New +$9.29K ﹤0.01% 541

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CRI Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Carter's (CRI) in Q3 2019, closing a stake of 51 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CRI in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 285 funds tracked by Wall St. Rank hold CRI as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Carter's position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 51 Carter's shares in Q3 2019, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Carter's in Q2 2016 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Carter's position peaked at $10K in Q2 2016.
  • 285 funds tracked by Wall St. Rank held Carter's as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.