Loring Wolcott & Coolidge Fiduciary Advisors’s Packaging Corp of America PKG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-255	Closed	-$27K	–	700
2019 Q3	$27K	Hold	255	–	–	﹤0.01%	482
2019 Q2	$24K	Hold	255	–	–	﹤0.01%	492
2019 Q1	$25K	Hold	255	–	–	﹤0.01%	497
2018 Q4	$21K	Hold	255	–	–	﹤0.01%	519
2018 Q3	$28K	Hold	255	–	–	﹤0.01%	470
2018 Q2	$29K	Hold	255	–	–	﹤0.01%	475
2018 Q1	$29K	Sell	255 -218	-46%	-$26.3K	﹤0.01%	498
2017 Q4	$57K	Sell	473 -450	-49%	-$52.2K	﹤0.01%	421
2017 Q3	$106K	Sell	923 -242	-21%	-$27.1K	﹤0.01%	350
2017 Q2	$128K	Sell	1,165 -3,000	-72%	-$302K	﹤0.01%	324
2017 Q1	$382K	Sell	4,165 -535	-11%	-$49.1K	0.01%	210
2016 Q4	$399K	Buy	4,700 +1,700	+57%	+$143K	0.01%	202
2016 Q3	$244K	Buy	+3,000	New	+$229K	0.01%	246

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PKG Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Packaging Corp of America (PKG) in Q4 2019, closing a stake of 255 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PKG in Q3 2016 and held it in 13 quarters. The position peaked at $399K in Q4 2016. 585 funds tracked by Wall St. Rank hold PKG as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Packaging Corp of America position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 255 Packaging Corp of America shares in Q4 2019, an estimated $27K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Packaging Corp of America in Q3 2016 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Packaging Corp of America position peaked at $399K in Q4 2016.
585 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.