LWCFA
HTO

Loring Wolcott & Coolidge Fiduciary Advisors’s H2O America HTO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-124
Closed -$9K – 632
2020
Q4 		$9K Buy
+124
New +$8.06K ﹤0.01% 590
2013
Q3 		– Sell
-333
Closed -$9K – 564
2013
Q2 		$9K Buy
+333
New +$8.76K ﹤0.01% 541

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HTO Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of H2O America (HTO) in Q1 2021, closing a stake of 124 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HTO in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2020. 159 funds tracked by Wall St. Rank hold HTO as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining H2O America position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 124 H2O America shares in Q1 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in H2O America in Q2 2013 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's H2O America position peaked at $9K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held H2O America as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.