LWCFA
MZTI

Loring Wolcott & Coolidge Fiduciary Advisors’s The Marzetti Company MZTI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-175
Closed -$15K – 630
2013
Q4 		$15K Buy
+175
New +$14.8K ﹤0.01% 497

Other funds holding MZTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MZTI Position: Q1 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of The Marzetti Company (MZTI) in Q1 2014, closing a stake of 175 shares — an estimated $15K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MZTI in Q4 2013 and held it in 1 quarter. The position peaked at $15K in Q4 2013. 154 funds tracked by Wall St. Rank hold MZTI as of Q1 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining The Marzetti Company position as of Q1 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 175 The Marzetti Company shares in Q1 2014, an estimated $15K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in The Marzetti Company in Q4 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's The Marzetti Company position peaked at $15K in Q4 2013.
  • 154 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.