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Loring Wolcott & Coolidge Fiduciary Advisors’s St. Joe Company JOE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$20K – 630
2014
Q3 		$20K Hold
1,000
– – ﹤0.01% 480
2014
Q2 		$25K Hold
1,000
– – ﹤0.01% 494
2014
Q1 		$19K Hold
1,000
– – ﹤0.01% 496
2013
Q4 		$19K Sell
1,000
-3,000
-75% -$55.7K ﹤0.01% 474
2013
Q3 		$78K Hold
4,000
– – ﹤0.01% 329
2013
Q2 		$84K Buy
+4,000
New +$80.8K ﹤0.01% 338

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
THSP
Taube Hodson Stonex Partners London, United Kingdom $488M AUM 4.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JOE Position: Q4 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of St. Joe Company (JOE) in Q4 2014, closing a stake of 1,000 shares — an estimated $20K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JOE in Q2 2013 and held it in 6 quarters. The position peaked at $84K in Q2 2013. 153 funds tracked by Wall St. Rank hold JOE as of Q4 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining St. Joe Company position as of Q4 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 St. Joe Company shares in Q4 2014, an estimated $20K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in St. Joe Company in Q2 2013 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's St. Joe Company position peaked at $84K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.