Loring Wolcott & Coolidge Fiduciary Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Hold	0	–	–	–	408
2016 Q2	–	Hold	0	–	–	–	386
2016 Q1	–	Hold	0	–	–	–	400
2015 Q4	–	Hold	0	–	–	–	389
2015 Q3	–	Hold	0	–	–	–	394
2015 Q2	–	Hold	0	–	–	–	394
2015 Q1	–	Hold	0	–	–	–	416
2014 Q4	–	Hold	0	–	–	–	273
2014 Q3	–	Hold	0	–	–	–	272
2014 Q2	–	Hold	0	–	–	–	283
2014 Q1	–	Hold	0	–	–	–	262
2013 Q4	–	Hold	0	–	–	–	255
2013 Q3	–	Hold	0	–	–	–	190
2013 Q2	–	Hold	0	–	–	–	197

Other funds holding JPM.WS

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return