LWCFA
IHS

Loring Wolcott & Coolidge Fiduciary Advisors’s IHS INC CL-A COM STK IHS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9,750
Closed -$1.13M – 661
2016
Q2 		$1.13M Hold
9,750
– – 0.03% 143
2016
Q1 		$1.21M Hold
9,750
– – 0.03% 138
2015
Q4 		$1.16M Hold
9,750
– – 0.03% 146
2015
Q3 		$1.25M Hold
9,750
– – 0.03% 146
2015
Q2 		$1.25M Buy
9,750
+1,710
+21% +$214K 0.03% 146
2015
Q1 		$915K Buy
+8,040
New +$929K 0.02% 162

Other funds holding IHS

NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IHS Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of IHS INC CL-A COM STK (IHS) in Q3 2016, closing a stake of 9,750 shares — an estimated $1.13M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IHS in Q1 2015 and held it in 6 quarters. The position peaked at $1.25M in Q3 2015. 2 funds tracked by Wall St. Rank hold IHS as of Q3 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining IHS INC CL-A COM STK position as of Q3 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 9,750 IHS INC CL-A COM STK shares in Q3 2016, an estimated $1.13M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IHS INC CL-A COM STK in Q1 2015 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's IHS INC CL-A COM STK position peaked at $1.25M in Q3 2015.
  • 2 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.