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Loring Wolcott & Coolidge Fiduciary Advisors’s Element Solutions ESI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-217
Closed -$5K – 810
2021
Q2 		$5K Buy
+217
New +$4.78K ﹤0.01% 738

Other funds holding ESI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESI Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Element Solutions (ESI) in Q3 2021, closing a stake of 217 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESI in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 246 funds tracked by Wall St. Rank hold ESI as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Element Solutions position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 217 Element Solutions shares in Q3 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Element Solutions in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Element Solutions position peaked at $5K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Element Solutions as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.