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Loring Wolcott & Coolidge Fiduciary Advisors’s Icahn Enterprises IEP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-247
Closed -$14K – 729
2018
Q4 		$14K Buy
+247
New +$16.4K ﹤0.01% 546

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IEP Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Icahn Enterprises (IEP) in Q1 2019, closing a stake of 247 shares — an estimated $14K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEP in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 103 funds tracked by Wall St. Rank hold IEP as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Icahn Enterprises position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 247 Icahn Enterprises shares in Q1 2019, an estimated $14K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Icahn Enterprises in Q4 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Icahn Enterprises position peaked at $14K in Q4 2018.
  • 103 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.