LWCFA
MB

Loring Wolcott & Coolidge Fiduciary Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-220
Closed -$8K – 788
2018
Q4 		$8K Hold
220
– – ﹤0.01% 584
2018
Q3 		$9K Hold
220
– – ﹤0.01% 541
2018
Q2 		$8K Hold
220
– – ﹤0.01% 566
2018
Q1 		$9K Hold
220
– – ﹤0.01% 593
2017
Q4 		$7K Hold
220
– – ﹤0.01% 596
2017
Q3 		$6K Hold
220
– – ﹤0.01% 590
2017
Q2 		$6K Buy
+220
New +$6.05K ﹤0.01% 577

Other funds holding MB

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's MB Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q1 2019, closing a stake of 220 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MB in Q2 2017 and held it in 7 quarters. The position peaked at $9K in Q3 2018. 1 fund tracked by Wall St. Rank holds MB as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 220 MINDBODY, Inc. Class A Common Stock shares in Q1 2019, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2017 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's MINDBODY, Inc. Class A Common Stock position peaked at $9K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.