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Loring Wolcott & Coolidge Fiduciary Advisors’s Midland States Bancorp MSBI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-496
Closed -$12K – 688
2021
Q4 		$12K Hold
496
– – ﹤0.01% 580
2021
Q3 		$12K Hold
496
– – ﹤0.01% 573
2021
Q2 		$13K Buy
+496
New +$13.8K ﹤0.01% 584
2021
Q1 		– Sell
-496
Closed -$9K – 550
2020
Q4 		$9K Buy
+496
New +$8.09K ﹤0.01% 585

Other funds holding MSBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MSBI Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Midland States Bancorp (MSBI) in Q1 2022, closing a stake of 496 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MSBI in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 129 funds tracked by Wall St. Rank hold MSBI as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Midland States Bancorp position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 496 Midland States Bancorp shares in Q1 2022, an estimated $12K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Midland States Bancorp in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Midland States Bancorp position peaked at $13K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Midland States Bancorp as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.