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Loring Wolcott & Coolidge Fiduciary Advisors’s James River Group Holdings JRVR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-119
Closed -$6K – 512
2020
Q4 		$6K Buy
+119
New +$5.75K ﹤0.01% 671

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of James River Group Holdings (JRVR) in Q1 2021, closing a stake of 119 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JRVR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 163 funds tracked by Wall St. Rank hold JRVR as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining James River Group Holdings position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 119 James River Group Holdings shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in James River Group Holdings in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's James River Group Holdings position peaked at $6K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2021.

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