Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LWCFA
EPZM
Loring Wolcott & Coolidge Fiduciary Advisors’s
Epizyme, Inc
EPZM
Stock Holding History
Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio
EPZM Stock Details
EPZM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-3,000
Closed
-$37K
–
779
2019
Q1
$37K
Hold
3,000
–
–
﹤0.01%
436
2018
Q4
$18K
Hold
3,000
–
–
﹤0.01%
532
2018
Q3
$32K
Hold
3,000
–
–
﹤0.01%
458
2018
Q2
$41K
Hold
3,000
–
–
﹤0.01%
450
2018
Q1
$53K
Hold
3,000
–
–
﹤0.01%
439
2017
Q4
$38K
Hold
3,000
–
–
﹤0.01%
465
2017
Q3
$57K
Hold
3,000
–
–
﹤0.01%
417
2017
Q2
$34K
Hold
3,000
–
–
﹤0.01%
450
2017
Q1
$51K
Hold
3,000
–
–
﹤0.01%
409
2016
Q4
$36K
Hold
3,000
–
–
﹤0.01%
423
2016
Q3
$30K
Hold
3,000
–
–
﹤0.01%
445
2016
Q2
$31K
Sell
3,000
-2,500
-45%
-$27.9K
﹤0.01%
443
2016
Q1
$67K
Buy
5,500
+3,000
+120%
+$30.3K
﹤0.01%
360
2015
Q4
$40K
Hold
2,500
–
–
﹤0.01%
447
2015
Q3
$60K
Hold
2,500
–
–
﹤0.01%
404
2015
Q2
$60K
Hold
2,500
–
–
﹤0.01%
404
2015
Q1
$47K
Hold
2,500
–
–
﹤0.01%
440
2014
Q4
$47K
Buy
+2,500
New
+$58.4K
﹤0.01%
433
Other funds holding EPZM
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
RG
Redmile Group
San Francisco, California
$1.51B AUM
164.17%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
PAI
Palo Alto Investors
Palo Alto, California
$654M AUM
77.8%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
CCM
Consonance Capital Management
New York
$7.28M AUM
43.59%
1-Year Est. Return
NMC
NEA Management Company
Timonium, Maryland
$1.76B AUM
223.33%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RSCM
Rock Springs Capital Management
Baltimore, Maryland
$1.7B AUM
93.03%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close