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Loring Wolcott & Coolidge Fiduciary Advisors’s Healthcare Services Group HCSG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-18,250
Closed -$602K – 728
2019
Q1 		$602K Hold
18,250
– – 0.01% 182
2018
Q4 		$733K Sell
18,250
-2,275
-11% -$96.2K 0.01% 173
2018
Q3 		$834K Sell
20,525
-370
-2% -$15.4K 0.01% 167
2018
Q2 		$902K Sell
20,895
-975
-4% -$38.7K 0.02% 168
2018
Q1 		$951K Sell
21,870
-85
-0.4% -$4.16K 0.02% 166
2017
Q4 		$1.16M Hold
21,955
– – 0.02% 153
2017
Q3 		$1.19M Hold
21,955
– – 0.02% 150
2017
Q2 		$1.15M Hold
21,955
– – 0.02% 147
2017
Q1 		$946K Hold
21,955
– – 0.02% 158
2016
Q4 		$860K Hold
21,955
– – 0.02% 163
2016
Q3 		$869K Sell
21,955
-130
-0.6% -$5.1K 0.02% 156
2016
Q2 		$914K Sell
22,085
-70
-0.3% -$2.69K 0.02% 154
2016
Q1 		$816K Hold
22,155
– – 0.02% 156
2015
Q4 		$773K Sell
22,155
-1,830
-8% -$66.5K 0.02% 167
2015
Q3 		$793K Hold
23,985
– – 0.02% 166
2015
Q2 		$793K Sell
23,985
-9,380
-28% -$295K 0.02% 166
2015
Q1 		$1.07M Sell
33,365
-115,774
-78% -$3.74M 0.03% 151
2014
Q4 		$4.61M Sell
149,139
-14,630
-9% -$434K 0.12% 90
2014
Q3 		$4.68M Sell
163,769
-3,145
-2% -$87.5K 0.13% 90
2014
Q2 		$4.91M Sell
166,914
-8,774
-5% -$259K 0.13% 87
2014
Q1 		$5.11M Sell
175,688
-2,650
-1% -$72.6K 0.14% 91
2013
Q4 		$5.06M Sell
178,338
-2,482
-1% -$68K 0.14% 91
2013
Q3 		$4.66M Buy
180,820
+11,510
+7% +$288K 0.14% 91
2013
Q2 		$4.15M Buy
+169,310
New +$3.9M 0.13% 98

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 18,250 shares — an estimated $602K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HCSG in Q2 2013 and held it in 24 quarters. The position peaked at $5.11M in Q1 2014. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 18,250 Healthcare Services Group shares in Q2 2019, an estimated $602K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Healthcare Services Group in Q2 2013 and held it in 24 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Healthcare Services Group position peaked at $5.11M in Q1 2014.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

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