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Loring Wolcott & Coolidge Fiduciary Advisors’s California Water Service CWT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-752
Closed -$40K – 675
2019
Q3 		$40K Buy
+752
New +$40.3K ﹤0.01% 425

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CWT Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of California Water Service (CWT) in Q4 2019, closing a stake of 752 shares — an estimated $40K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CWT in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 263 funds tracked by Wall St. Rank hold CWT as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining California Water Service position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 752 California Water Service shares in Q4 2019, an estimated $40K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in California Water Service in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's California Water Service position peaked at $40K in Q3 2019.
  • 263 funds tracked by Wall St. Rank held California Water Service as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.