Loring Wolcott & Coolidge Fiduciary Advisors’s IHS INC CL-A COM STK IHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$220K | 0.03% | 146 |
|
|
2015
Q1 | $915K | Buy |
+8,040
| New | +$915K | 0.02% | 162 |
|