LWCFA
LDR

Loring Wolcott & Coolidge Fiduciary Advisors’s Landauer Inc LDR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LDR Stock Details LDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-250
Closed -$9K – 637
2015
Q1 		$9K Hold
250
– – ﹤0.01% 570
2014
Q4 		$9K Hold
250
– – ﹤0.01% 566
2014
Q3 		$8K Hold
250
– – ﹤0.01% 553
2014
Q2 		$11K Buy
+250
New +$11.2K ﹤0.01% 556

Other funds holding LDR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LDR Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Landauer Inc (LDR) in Q2 2015, closing a stake of 250 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LDR in Q2 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2014. 113 funds tracked by Wall St. Rank hold LDR as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Landauer Inc position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 250 Landauer Inc shares in Q2 2015, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Landauer Inc in Q2 2014 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Landauer Inc position peaked at $11K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Landauer Inc as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.