Loring Wolcott & Coolidge Fiduciary Advisors’s Lee Enterprises LEE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LEE Stock Details LEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-300	Closed	-$8K	–	646
2017 Q1	$8K	Hold	300	–	–	﹤0.01%	564
2016 Q4	$9K	Hold	300	–	–	﹤0.01%	540
2016 Q3	$11K	Hold	300	–	–	﹤0.01%	536
2016 Q2	$6K	Hold	300	–	–	﹤0.01%	583
2016 Q1	$5K	Hold	300	–	–	﹤0.01%	579
2015 Q4	$5K	Hold	300	–	–	﹤0.01%	599
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	544
2015 Q2	$10K	Hold	300	–	–	﹤0.01%	544
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	563
2014 Q4	$11K	Hold	300	–	–	﹤0.01%	546
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	537
2014 Q2	$13K	Hold	300	–	–	﹤0.01%	540
2014 Q1	$13K	Hold	300	–	–	﹤0.01%	523
2013 Q4	$10K	Buy	+300	New	+$9.82K	﹤0.01%	526

Other funds holding LEE

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LEE Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Lee Enterprises (LEE) in Q2 2017, closing a stake of 300 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LEE in Q4 2013 and held it in 14 quarters. The position peaked at $13K in Q2 2014. 75 funds tracked by Wall St. Rank hold LEE as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Lee Enterprises position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 300 Lee Enterprises shares in Q2 2017, an estimated $8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Lee Enterprises in Q4 2013 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Lee Enterprises position peaked at $13K in Q2 2014.
75 funds tracked by Wall St. Rank held Lee Enterprises as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.