LWCFA
P

Loring Wolcott & Coolidge Fiduciary Advisors’s Everpure Inc P Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$2K – 697
2019
Q4 		$2K Buy
+100
New +$1.77K ﹤0.01% 655
2019
Q2 		– Sell
-34
Closed – – 755
2019
Q1 		$0 Hold
34
– – ﹤0.01% 746
2018
Q4 		$0 Buy
+34
New +$670 ﹤0.01% 721

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Everpure Inc (P) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in P in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 223 funds tracked by Wall St. Rank hold P as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Everpure Inc position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Everpure Inc shares in Q1 2020, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Everpure Inc in Q4 2018 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Everpure Inc position peaked at $2K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2020.

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