Loring Wolcott & Coolidge Fiduciary Advisors’s News Corp Class A NWSA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NWSA Stock Details NWSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-325	Closed	-$4K	–	718
2019 Q2	$4K	Hold	325	–	–	﹤0.01%	628
2019 Q1	$4K	Hold	325	–	–	﹤0.01%	607
2018 Q4	$4K	Hold	325	–	–	﹤0.01%	607
2018 Q3	$4K	Sell	325 -12	-4%	-$168	﹤0.01%	574
2018 Q2	$5K	Hold	337	–	–	﹤0.01%	580
2018 Q1	$5K	Hold	337	–	–	﹤0.01%	625
2017 Q4	$5K	Hold	337	–	–	﹤0.01%	608
2017 Q3	$4K	Buy	337 +12	+4%	+$162	﹤0.01%	609
2017 Q2	$5K	Hold	325	–	–	﹤0.01%	581
2017 Q1	$4K	Buy	+325	New	+$4.07K	﹤0.01%	588
2015 Q1	–	Sell	-25	Closed	–	–	634
2014 Q4	$0	Buy	+25	New	+$384	﹤0.01%	634

Other funds holding NWSA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NWSA Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of News Corp Class A (NWSA) in Q3 2019, closing a stake of 325 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NWSA in Q4 2014 and held it in 11 quarters. The position peaked at $5K in Q2 2018. 354 funds tracked by Wall St. Rank hold NWSA as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining News Corp Class A position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 325 News Corp Class A shares in Q3 2019, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in News Corp Class A in Q4 2014 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's News Corp Class A position peaked at $5K in Q2 2018.
354 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.