LWCFA
LVNTA

Loring Wolcott & Coolidge Fiduciary Advisors’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LVNTA Stock Details LVNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-31
Closed -$2K – 814
2017
Q4 		$2K Hold
31
– – ﹤0.01% 679
2017
Q3 		$2K Buy
31
+10
+48% +$579 ﹤0.01% 687
2017
Q2 		$1K Hold
21
– – ﹤0.01% 635
2017
Q1 		$0 Hold
21
– – ﹤0.01% 640
2016
Q4 		$0 Sell
21
-15
-42% -$589 ﹤0.01% 634
2016
Q3 		$1K Sell
36
-141
-80% -$5.5K ﹤0.01% 606
2016
Q2 		$7K Buy
177
+141
+392% +$5.36K ﹤0.01% 575
2016
Q1 		$1K Hold
36
– – ﹤0.01% 614
2015
Q4 		$2K Hold
36
– – ﹤0.01% 627
2015
Q3 		$1K Hold
36
– – ﹤0.01% 610
2015
Q2 		$1K Hold
36
– – ﹤0.01% 610
2015
Q1 		$2K Hold
36
– – ﹤0.01% 612
2014
Q4 		$1K Buy
36
+22
+157% +$768 ﹤0.01% 623
2014
Q3 		$0 Sell
14
-14
-50% -$512 ﹤0.01% 629
2014
Q2 		$1K Hold
28
– – ﹤0.01% 615
2014
Q1 		$0 Hold
28
– – ﹤0.01% 647
2013
Q4 		$0 Hold
28
– – ﹤0.01% 622
2013
Q3 		$0 Buy
+28
New +$601 ﹤0.01% 569

Other funds holding LVNTA

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LVNTA Position: Q1 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 31 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LVNTA in Q3 2013 and held it in 18 quarters. The position peaked at $7K in Q2 2016. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 31 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q3 2013 and held it in 18 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Liberty Interactive Corporation Series A Liberty Ventures position peaked at $7K in Q2 2016.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.