LWCFA
DWA
Loring Wolcott & Coolidge Fiduciary Advisors’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,851
| Closed | -$151K | – | 662 |
|
|
2015
Q4 | $151K | Hold |
5,851
| – | – | ﹤0.01% | 288 |
|
|
2015
Q3 | $154K | Hold |
5,851
| – | – | ﹤0.01% | 304 |
|
|
2015
Q2 | $154K | Hold |
5,851
| – | – | ﹤0.01% | 304 |
|
|
2015
Q1 | $142K | Hold |
5,851
| – | – | ﹤0.01% | 323 |
|
|
2014
Q4 | $131K | Hold |
5,851
| – | – | ﹤0.01% | 328 |
|
|
2014
Q3 | $160K | Hold |
5,851
| – | – | ﹤0.01% | 292 |
|
|
2014
Q2 | $136K | Hold |
5,851
| – | – | ﹤0.01% | 316 |
|
|
2014
Q1 | $155K | Buy |
5,851
+5,000
| +588% | +$132K | ﹤0.01% | 291 |
|
|
2013
Q4 | $30K | Hold |
851
| – | – | ﹤0.01% | 439 |
|
|
2013
Q3 | $24K | Hold |
851
| – | – | ﹤0.01% | 425 |
|
|
2013
Q2 | $22K | Buy |
+851
| New | +$22K | ﹤0.01% | 476 |
|