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Loring Wolcott & Coolidge Fiduciary Advisors’s Northeast Bank NBN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-160
Closed -$3K – 738
2018
Q4 		$3K Buy
+160
New +$3.09K ﹤0.01% 617

Other funds holding NBN

CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Northeast Bank (NBN) in Q1 2019, closing a stake of 160 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NBN in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 73 funds tracked by Wall St. Rank hold NBN as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Northeast Bank position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 160 Northeast Bank shares in Q1 2019, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Northeast Bank in Q4 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Northeast Bank position peaked at $3K in Q4 2018.
  • 73 funds tracked by Wall St. Rank held Northeast Bank as of Q1 2019.

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