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Loring Wolcott & Coolidge Fiduciary Advisors’s Kohl's KSS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8
Closed – – 812
2017
Q3 		$0 Buy
+8
New +$328 ﹤0.01% 851
2016
Q1 		– Sell
-8,300
Closed -$395K – 631
2015
Q4 		$395K Buy
8,300
+3,300
+66% +$153K 0.01% 215
2015
Q3 		$313K Hold
5,000
– – 0.01% 236
2015
Q2 		$313K Buy
+5,000
New +$347K 0.01% 236
2015
Q1 		– Sell
-7,000
Closed -$427K – 631
2014
Q4 		$427K Buy
+7,000
New +$405K 0.01% 214

Other funds holding KSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KSS Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Kohl's (KSS) in Q4 2017, closing a stake of 8 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KSS in Q4 2014 and held it in 5 quarters. The position peaked at $427K in Q4 2014. 603 funds tracked by Wall St. Rank hold KSS as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Kohl's position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 8 Kohl's shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kohl's in Q4 2014 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Kohl's position peaked at $427K in Q4 2014.
  • 603 funds tracked by Wall St. Rank held Kohl's as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.