LWCFA
INVX

Loring Wolcott & Coolidge Fiduciary Advisors’s Innovex International INVX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11
Closed – – 888
2017
Q3 		$0 Buy
+11
New +$479 ﹤0.01% 916

Other funds holding INVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's INVX Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Innovex International (INVX) in Q4 2017, closing a stake of 11 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in INVX in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 235 funds tracked by Wall St. Rank hold INVX as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Innovex International position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 11 Innovex International shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Innovex International in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Innovex International position peaked at $0 in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Innovex International as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.