LWCFA
OAK

Loring Wolcott & Coolidge Fiduciary Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$5K – 782
2019
Q1 		$5K Hold
100
– – ﹤0.01% 597
2018
Q4 		$4K Buy
+100
New +$4K ﹤0.01% 609