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Loring Wolcott & Coolidge Fiduciary Advisors’s PJT Partners PJT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10
Closed -$1K – 625
2016
Q4 		$1K Hold
10
– – ﹤0.01% 589
2016
Q3 		$0 Hold
10
– – ﹤0.01% 633
2016
Q2 		$0 Hold
10
– – ﹤0.01% 644
2016
Q1 		$0 Hold
10
– – ﹤0.01% 639
2015
Q4 		$0 Buy
+10
New +$229 ﹤0.01% 665

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KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $3.37T AUM 44.26% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PJT Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PJT Partners (PJT) in Q1 2017, closing a stake of 10 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PJT in Q4 2015 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 194 funds tracked by Wall St. Rank hold PJT as of Q1 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PJT Partners position as of Q1 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10 PJT Partners shares in Q1 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PJT Partners in Q4 2015 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PJT Partners position peaked at $1K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held PJT Partners as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.