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Loring Wolcott & Coolidge Fiduciary Advisors’s NNN REIT NNN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-51
Closed -$2K – 877
2021
Q2 		$2K Buy
+51
New +$2.39K ﹤0.01% 874

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NNN Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of NNN REIT (NNN) in Q3 2021, closing a stake of 51 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NNN in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 404 funds tracked by Wall St. Rank hold NNN as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining NNN REIT position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 51 NNN REIT shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NNN REIT in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's NNN REIT position peaked at $2K in Q2 2021.
  • 404 funds tracked by Wall St. Rank held NNN REIT as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.