LWCFA
LLTC

Loring Wolcott & Coolidge Fiduciary Advisors’s Linear Technology Corp LLTC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-103,015
Closed -$6.42M – 641
2016
Q4 		$6.42M Sell
103,015
-6,859
-6% -$418K 0.14% 84
2016
Q3 		$6.51M Sell
109,874
-18,039
-14% -$1.01M 0.15% 83
2016
Q2 		$5.95M Sell
127,913
-8,996
-7% -$411K 0.14% 83
2016
Q1 		$6.1M Sell
136,909
-22,549
-14% -$953K 0.14% 83
2015
Q4 		$6.77M Sell
159,458
-19,268
-11% -$847K 0.17% 79
2015
Q3 		$7.91M Hold
178,726
– – 0.2% 72
2015
Q2 		$7.91M Sell
178,726
-29,040
-14% -$1.35M 0.2% 72
2015
Q1 		$9.72M Sell
207,766
-75,045
-27% -$3.51M 0.25% 69
2014
Q4 		$12.9M Sell
282,811
-54,628
-16% -$2.38M 0.33% 61
2014
Q3 		$15M Sell
337,439
-516,237
-60% -$23.4M 0.41% 57
2014
Q2 		$40.2M Sell
853,676
-620,279
-42% -$28.7M 1.09% 31
2014
Q1 		$71.8M Sell
1,473,955
-122,636
-8% -$5.65M 1.96% 20
2013
Q4 		$72.7M Sell
1,596,591
-68,750
-4% -$2.87M 2.01% 17
2013
Q3 		$66M Sell
1,665,341
-133,097
-7% -$5.25M 2.02% 17
2013
Q2 		$66.3M Buy
+1,798,438
New +$66.1M 2.07% 15

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LLTC Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 103,015 shares — an estimated $6.42M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LLTC in Q2 2013 and held it in 15 quarters. The position peaked at $72.7M in Q4 2013. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 103,015 Linear Technology Corp shares in Q1 2017, an estimated $6.42M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Linear Technology Corp in Q2 2013 and held it in 15 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Linear Technology Corp position peaked at $72.7M in Q4 2013.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.