LWCFA
MINI

Loring Wolcott & Coolidge Fiduciary Advisors’s Mobile Mini Inc MINI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-78
Closed -$4K – 625
2014
Q2 		$4K Hold
78
– – ﹤0.01% 599
2014
Q1 		$3K Hold
78
– – ﹤0.01% 604
2013
Q4 		$3K Sell
78
-84
-52% -$3.13K ﹤0.01% 579
2013
Q3 		$6K Buy
162
+72
+80% +$2.37K ﹤0.01% 519
2013
Q2 		$3K Buy
+90
New +$2.83K ﹤0.01% 580

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MINI Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Mobile Mini Inc (MINI) in Q3 2014, closing a stake of 78 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MINI in Q2 2013 and held it in 5 quarters. The position peaked at $6K in Q3 2013. 171 funds tracked by Wall St. Rank hold MINI as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Mobile Mini Inc position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 78 Mobile Mini Inc shares in Q3 2014, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Mobile Mini Inc in Q2 2013 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Mobile Mini Inc position peaked at $6K in Q3 2013.
  • 171 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.