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Loring Wolcott & Coolidge Fiduciary Advisors’s Innospec IOSP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-87
Closed -$8K – 499
2020
Q4 		$8K Buy
+87
New +$6.75K ﹤0.01% 608

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Innospec (IOSP) in Q1 2021, closing a stake of 87 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IOSP in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 180 funds tracked by Wall St. Rank hold IOSP as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Innospec position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 87 Innospec shares in Q1 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Innospec in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Innospec position peaked at $8K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Innospec as of Q1 2021.

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