LWCFA
DYN

Loring Wolcott & Coolidge Fiduciary Advisors’s Dynegy, Inc. DYN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,200
Closed -$14K – 813
2017
Q4 		$14K Buy
+1,200
New +$13.4K ﹤0.01% 551

Other funds holding DYN

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dynegy, Inc. (DYN) in Q1 2018, closing a stake of 1,200 shares — an estimated $14K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DYN in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 165 funds tracked by Wall St. Rank hold DYN as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dynegy, Inc. position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,200 Dynegy, Inc. shares in Q1 2018, an estimated $14K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dynegy, Inc. in Q4 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Dynegy, Inc. position peaked at $14K in Q4 2017.
  • 165 funds tracked by Wall St. Rank held Dynegy, Inc. as of Q1 2018.

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