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Loring Wolcott & Coolidge Fiduciary Advisors’s Everest Group EG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2
Closed – – 718
2019
Q1 		$0 Buy
+2
New +$435 ﹤0.01% 712
2018
Q4 		– Sell
-16
Closed -$4K – 700
2018
Q3 		$4K Hold
16
– – ﹤0.01% 572
2018
Q2 		$4K Hold
16
– – ﹤0.01% 588
2018
Q1 		$4K Hold
16
– – ﹤0.01% 633
2017
Q4 		$4K Hold
16
– – ﹤0.01% 615
2017
Q3 		$4K Buy
+16
New +$4.03K ﹤0.01% 601

Other funds holding EG

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EG Position: Q2 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Everest Group (EG) in Q2 2019, closing a stake of 2 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EG in Q3 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2 Everest Group shares in Q2 2019.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Everest Group in Q3 2017 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Everest Group position peaked at $4K in Q3 2018.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.