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Loring Wolcott & Coolidge Fiduciary Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-34
Closed -$2K – 838
2017
Q3 		$2K Buy
+34
New +$1.74K ﹤0.01% 659

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MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PBH Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Prestige Consumer Healthcare (PBH) in Q4 2017, closing a stake of 34 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PBH in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 251 funds tracked by Wall St. Rank hold PBH as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Prestige Consumer Healthcare position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 34 Prestige Consumer Healthcare shares in Q4 2017, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Prestige Consumer Healthcare in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Prestige Consumer Healthcare position peaked at $2K in Q3 2017.
  • 251 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.