LWCFA
CSG

Loring Wolcott & Coolidge Fiduciary Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CSG Stock Details CSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,869
Closed -$87K – 632
2014
Q2 		$87K Buy
+10,869
New +$85.4K ﹤0.01% 376

Other funds holding CSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CSG Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CHAMBERS STR PPTYS COM (CSG) in Q3 2014, closing a stake of 10,869 shares — an estimated $87K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CSG in Q2 2014 and held it in 1 quarter. The position peaked at $87K in Q2 2014. 172 funds tracked by Wall St. Rank hold CSG as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CHAMBERS STR PPTYS COM position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10,869 CHAMBERS STR PPTYS COM shares in Q3 2014, an estimated $87K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CHAMBERS STR PPTYS COM in Q2 2014 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CHAMBERS STR PPTYS COM position peaked at $87K in Q2 2014.
  • 172 funds tracked by Wall St. Rank held CHAMBERS STR PPTYS COM as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.