LWCFA
PBF icon

Loring Wolcott & Coolidge Fiduciary Advisors’s PBF Energy PBF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-89
Closed -$2K – 632
2016
Q2 		$2K Hold
89
– – ﹤0.01% 618
2016
Q1 		$3K Hold
89
– – ﹤0.01% 595
2015
Q4 		$3K Buy
+89
New +$3.14K ﹤0.01% 614

Other funds holding PBF

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PBF Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PBF Energy (PBF) in Q3 2016, closing a stake of 89 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PBF in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q1 2016. 212 funds tracked by Wall St. Rank hold PBF as of Q3 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PBF Energy position as of Q3 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 89 PBF Energy shares in Q3 2016, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PBF Energy in Q4 2015 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PBF Energy position peaked at $3K in Q1 2016.
  • 212 funds tracked by Wall St. Rank held PBF Energy as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.