LWCFA
DDS icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Dillards DDS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12
Closed – – 769
2017
Q3 		$0 Buy
+12
New +$739 ﹤0.01% 809

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DDS Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dillards (DDS) in Q4 2017, closing a stake of 12 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DDS in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 200 funds tracked by Wall St. Rank hold DDS as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dillards position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 12 Dillards shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dillards in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Dillards position peaked at $0 in Q3 2017.
  • 200 funds tracked by Wall St. Rank held Dillards as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.