LWCFA
PINC

Loring Wolcott & Coolidge Fiduciary Advisors’s Premier PINC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-43
Closed -$1K – 843
2017
Q3 		$1K Buy
+43
New +$1.46K ﹤0.01% 730

Other funds holding PINC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Premier (PINC) in Q4 2017, closing a stake of 43 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PINC in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 190 funds tracked by Wall St. Rank hold PINC as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Premier position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 43 Premier shares in Q4 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Premier in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Premier position peaked at $1K in Q3 2017.
  • 190 funds tracked by Wall St. Rank held Premier as of Q4 2017.

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