Loring Wolcott & Coolidge Fiduciary Advisors’s Deutsche Bank DB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-407	Closed	-$5K	–	796
2021 Q2	$5K	Buy	+407	New	+$5.52K	﹤0.01%	735
2019 Q3	–	Sell	-645	Closed	-$5K	–	686
2019 Q2	$5K	Buy	+645	New	+$4.97K	﹤0.01%	606

Other funds holding DB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

CCM

Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DB Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Deutsche Bank (DB) in Q3 2021, closing a stake of 407 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DB in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 230 funds tracked by Wall St. Rank hold DB as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Deutsche Bank position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 407 Deutsche Bank shares in Q3 2021, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Deutsche Bank in Q2 2019 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Deutsche Bank position peaked at $5K in Q2 2021.
230 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.