LWCFA
DAI

Loring Wolcott & Coolidge Fiduciary Advisors’s DAIMLER AG DAI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,772
Closed -$348K – 585
2013
Q2 		$348K Buy
+5,772
New +$348K 0.01% 213

Other funds holding DAI

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
WIS
Wright Investors Service Shelton, Connecticut $318M AUM 33.9% 1-Year Est. Return
ICM
ICC Capital Management Orlando, Florida $760M AUM 17.03% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BP
Banyan Partners Palm Beach Gardens, Florida $1.18B AUM 16.95% 1-Year Est. Return
WSA
Willow Street Advisors Naples, Florida $179M AUM
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DAI Position: Q3 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of DAIMLER AG (DAI) in Q3 2013, closing a stake of 5,772 shares — an estimated $348K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DAI in Q2 2013 and held it in 1 quarter. The position peaked at $348K in Q2 2013. 25 funds tracked by Wall St. Rank hold DAI as of Q3 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining DAIMLER AG position as of Q3 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 5,772 DAIMLER AG shares in Q3 2013, an estimated $348K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DAIMLER AG in Q2 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's DAIMLER AG position peaked at $348K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.