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Loring Wolcott & Coolidge Fiduciary Advisors’s Jones Lang LaSalle JLL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-26
Closed -$4K – 707
2019
Q2 		$4K Buy
+26
New +$3.7K ﹤0.01% 625
2018
Q1 		– Sell
-7
Closed -$1K – 762
2017
Q4 		$1K Hold
7
– – ﹤0.01% 698
2017
Q3 		$0 Buy
+7
New +$865 ﹤0.01% 844

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JLL Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Jones Lang LaSalle (JLL) in Q3 2019, closing a stake of 26 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JLL in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 430 funds tracked by Wall St. Rank hold JLL as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Jones Lang LaSalle position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 26 Jones Lang LaSalle shares in Q3 2019, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Jones Lang LaSalle in Q3 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Jones Lang LaSalle position peaked at $4K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.