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Loring Wolcott & Coolidge Fiduciary Advisors’s Norwegian Cruise Line NCLH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-600
Closed -$35K – 686
2019
Q4 		$35K Hold
600
– – ﹤0.01% 455
2019
Q3 		$31K Hold
600
– – ﹤0.01% 469
2019
Q2 		$32K Hold
600
– – ﹤0.01% 455
2019
Q1 		$33K Hold
600
– – ﹤0.01% 453
2018
Q4 		$25K Buy
+600
New +$29.1K ﹤0.01% 481

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NCLH Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Norwegian Cruise Line (NCLH) in Q1 2020, closing a stake of 600 shares — an estimated $35K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NCLH in Q4 2018 and held it in 5 quarters. The position peaked at $35K in Q4 2019. 400 funds tracked by Wall St. Rank hold NCLH as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Norwegian Cruise Line position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 600 Norwegian Cruise Line shares in Q1 2020, an estimated $35K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Norwegian Cruise Line in Q4 2018 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Norwegian Cruise Line position peaked at $35K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.