Loring Wolcott & Coolidge Fiduciary Advisors’s MKS Inc MKSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-400	Closed	-$33K	–	622
2020 Q1	$33K	Hold	400	–	–	﹤0.01%	412
2019 Q4	$44K	Hold	400	–	–	﹤0.01%	430
2019 Q3	$37K	Hold	400	–	–	﹤0.01%	440
2019 Q2	$31K	Hold	400	–	–	﹤0.01%	458
2019 Q1	$37K	Hold	400	–	–	﹤0.01%	433
2018 Q4	$12K	Buy	+400	New	+$28.9K	﹤0.01%	557
2013 Q4	–	Sell	-2,000	Closed	-$53K	–	605
2013 Q3	$53K	Hold	2,000	–	–	﹤0.01%	364
2013 Q2	$53K	Buy	+2,000	New	+$54.1K	﹤0.01%	380

Other funds holding MKSI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MKSI Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of MKS Inc (MKSI) in Q2 2020, closing a stake of 400 shares — an estimated $33K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MKSI in Q2 2013 and held it in 8 quarters. The position peaked at $53K in Q3 2013. 321 funds tracked by Wall St. Rank hold MKSI as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining MKS Inc position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 400 MKS Inc shares in Q2 2020, an estimated $33K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MKS Inc in Q2 2013 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's MKS Inc position peaked at $53K in Q3 2013.
321 funds tracked by Wall St. Rank held MKS Inc as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.