LWCFA
HDS

Loring Wolcott & Coolidge Fiduciary Advisors’s HD Supply Holdings, Inc. HDS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio HDS Stock Details HDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-125
Closed -$5K – 754
2019
Q2 		$5K Buy
+125
New +$5.36K ﹤0.01% 619
2016
Q3 		– Sell
-300
Closed -$10K – 650
2016
Q2 		$10K Buy
+300
New +$10.2K ﹤0.01% 547

Other funds holding HDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HDS Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of HD Supply Holdings, Inc. (HDS) in Q3 2019, closing a stake of 125 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HDS in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 368 funds tracked by Wall St. Rank hold HDS as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining HD Supply Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 125 HD Supply Holdings, Inc. shares in Q3 2019, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HD Supply Holdings, Inc. in Q2 2016 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's HD Supply Holdings, Inc. position peaked at $10K in Q2 2016.
  • 368 funds tracked by Wall St. Rank held HD Supply Holdings, Inc. as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.