LWCFA
ESIO

Loring Wolcott & Coolidge Fiduciary Advisors’s Electro Scientific Industries ESIO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ESIO Stock Details ESIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,400
Closed -$16K – 627
2014
Q2 		$16K Hold
2,400
– – ﹤0.01% 527
2014
Q1 		$24K Buy
+2,400
New +$24K ﹤0.01% 480

Other funds holding ESIO

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESIO Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Electro Scientific Industries (ESIO) in Q3 2014, closing a stake of 2,400 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESIO in Q1 2014 and held it in 2 quarters. The position peaked at $24K in Q1 2014. 106 funds tracked by Wall St. Rank hold ESIO as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Electro Scientific Industries position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,400 Electro Scientific Industries shares in Q3 2014, an estimated $16K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Electro Scientific Industries in Q1 2014 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Electro Scientific Industries position peaked at $24K in Q1 2014.
  • 106 funds tracked by Wall St. Rank held Electro Scientific Industries as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.