LWCFA
DST

Loring Wolcott & Coolidge Fiduciary Advisors’s DST Systems Inc. DST Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DST Stock Details DST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14
Closed – – 821
2017
Q4 		$0 Hold
14
– – ﹤0.01% 940
2017
Q3 		$0 Buy
+14
New +$766 ﹤0.01% 957

Other funds holding DST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DST Position: Q1 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of DST Systems Inc. (DST) in Q1 2018, closing a stake of 14 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DST in Q3 2017 and held it in 2 quarters. The position peaked at $0 in Q4 2017. 303 funds tracked by Wall St. Rank hold DST as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining DST Systems Inc. position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 14 DST Systems Inc. shares in Q1 2018.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DST Systems Inc. in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's DST Systems Inc. position peaked at $0 in Q4 2017.
  • 303 funds tracked by Wall St. Rank held DST Systems Inc. as of Q1 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.