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Loring Wolcott & Coolidge Fiduciary Advisors’s Energy Focus EFOI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-71
Closed -$8K – 640
2017
Q1 		$8K Buy
+71
New +$10.1K ﹤0.01% 562

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
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
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EFOI Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Energy Focus (EFOI) in Q2 2017, closing a stake of 71 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFOI in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 27 funds tracked by Wall St. Rank hold EFOI as of Q2 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Energy Focus position as of Q2 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 71 Energy Focus shares in Q2 2017, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Energy Focus in Q1 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Energy Focus position peaked at $8K in Q1 2017.
  • 27 funds tracked by Wall St. Rank held Energy Focus as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.