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Loring Wolcott & Coolidge Fiduciary Advisors’s Ovintiv OVV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-77,348
Closed -$1.81M – 687
2019
Q4 		$1.81M Sell
77,348
-250
-0.3% -$5.35K 0.02% 123
2019
Q3 		$1.78M Sell
77,598
-3
-0% -$69 0.03% 120
2019
Q2 		$1.99M Buy
77,601
+1,153
+2% +$36K 0.03% 115
2019
Q1 		$2.77M Buy
76,448
+20,663
+37% +$708K 0.04% 108
2018
Q4 		$1.61M Sell
55,785
-2,928
-5% -$126K 0.03% 123
2018
Q3 		$3.85M Hold
58,713
– – 0.06% 98
2018
Q2 		$3.83M Hold
58,713
– – 0.07% 96
2018
Q1 		$3.23M Sell
58,713
-580
-1% -$34.4K 0.06% 104
2017
Q4 		$3.95M Buy
59,293
+1,295
+2% +$76.4K 0.07% 101
2017
Q3 		$3.42M Sell
57,998
-660
-1% -$32.3K 0.07% 100
2017
Q2 		$2.95M Buy
58,658
+1,549
+3% +$80.3K 0.06% 103
2017
Q1 		$3.34M Sell
57,109
-520
-0.9% -$31.2K 0.07% 103
2016
Q4 		$3.38M Sell
57,629
-1,828
-3% -$104K 0.08% 105
2016
Q3 		$3.11M Sell
59,457
-264
-0.4% -$11.8K 0.07% 104
2016
Q2 		$2.33M Sell
59,721
-262
-0.4% -$9.6K 0.05% 113
2016
Q1 		$1.83M Buy
59,983
+26,678
+80% +$614K 0.04% 118
2015
Q4 		$848K Sell
33,305
-871
-3% -$31.8K 0.02% 161
2015
Q3 		$1.88M Hold
34,176
– – 0.05% 115
2015
Q2 		$1.88M Sell
34,176
-1,200
-3% -$76.3K 0.05% 115
2015
Q1 		$1.97M Buy
35,376
+9,762
+38% +$614K 0.05% 115
2014
Q4 		$1.78M Sell
25,614
-4,573
-15% -$389K 0.05% 118
2014
Q3 		$3.2M Sell
30,187
-10,273
-25% -$1.13M 0.09% 103
2014
Q2 		$4.8M Sell
40,460
-23,084
-36% -$2.67M 0.13% 88
2014
Q1 		$6.79M Sell
63,544
-78,944
-55% -$7.47M 0.19% 80
2013
Q4 		$12.9M Sell
142,488
-130,775
-48% -$11.9M 0.35% 56
2013
Q3 		$23.7M Sell
273,263
-44,118
-14% -$3.84M 0.72% 38
2013
Q2 		$26.9M Buy
+317,381
New +$29.4M 0.84% 36

Other funds holding OVV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ovintiv (OVV) in Q1 2020, closing a stake of 77,348 shares — an estimated $1.81M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OVV in Q2 2013 and held it in 27 quarters. The position peaked at $26.9M in Q2 2013. 276 funds tracked by Wall St. Rank hold OVV as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ovintiv position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 77,348 Ovintiv shares in Q1 2020, an estimated $1.81M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ovintiv in Q2 2013 and held it in 27 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Ovintiv position peaked at $26.9M in Q2 2013.
  • 276 funds tracked by Wall St. Rank held Ovintiv as of Q1 2020.

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