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Loring Wolcott & Coolidge Fiduciary Advisors’s Penske Automotive Group PAG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-540
Closed -$22K – 742
2018
Q4 		$22K Buy
+540
New +$23.3K ﹤0.01% 510

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PAG Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Penske Automotive Group (PAG) in Q1 2019, closing a stake of 540 shares — an estimated $22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PAG in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 260 funds tracked by Wall St. Rank hold PAG as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Penske Automotive Group position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 540 Penske Automotive Group shares in Q1 2019, an estimated $22K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Penske Automotive Group in Q4 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Penske Automotive Group position peaked at $22K in Q4 2018.
  • 260 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.