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Loring Wolcott & Coolidge Fiduciary Advisors’s Kimbell Royalty Partners KRP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,391
Closed -$49.9K – 632
2023
Q2 		$49.9K Buy
+3,391
New +$52.4K ﹤0.01% 424

Other funds holding KRP

EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KRP Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Kimbell Royalty Partners (KRP) in Q3 2023, closing a stake of 3,391 shares — an estimated $49.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KRP in Q2 2023 and held it in 1 quarter. The position peaked at $49.9K in Q2 2023. 140 funds tracked by Wall St. Rank hold KRP as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Kimbell Royalty Partners position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,391 Kimbell Royalty Partners shares in Q3 2023, an estimated $49.9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kimbell Royalty Partners in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Kimbell Royalty Partners position peaked at $49.9K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.