LWCFA
IRE

Loring Wolcott & Coolidge Fiduciary Advisors’s GOVERNOR-BK OF IRELND ADS NEW IRE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IRE Stock Details IRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,000
Closed -$60K – 647
2015
Q1 		$60K Hold
4,000
– – ﹤0.01% 417
2014
Q4 		$61K Hold
4,000
– – ﹤0.01% 411
2014
Q3 		$63K Hold
4,000
– – ﹤0.01% 387
2014
Q2 		$56K Hold
4,000
– – ﹤0.01% 427
2014
Q1 		$77K Buy
+4,000
New +$73.2K ﹤0.01% 370

Other funds holding IRE

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
CF
CenterStar Fund Chicago, Illinois $159M AUM 13.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IRE Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of GOVERNOR-BK OF IRELND ADS NEW (IRE) in Q2 2015, closing a stake of 4,000 shares — an estimated $60K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IRE in Q1 2014 and held it in 5 quarters. The position peaked at $77K in Q1 2014. 5 funds tracked by Wall St. Rank hold IRE as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining GOVERNOR-BK OF IRELND ADS NEW position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,000 GOVERNOR-BK OF IRELND ADS NEW shares in Q2 2015, an estimated $60K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GOVERNOR-BK OF IRELND ADS NEW in Q1 2014 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's GOVERNOR-BK OF IRELND ADS NEW position peaked at $77K in Q1 2014.
  • 5 funds tracked by Wall St. Rank held GOVERNOR-BK OF IRELND ADS NEW as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.