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Loring Wolcott & Coolidge Fiduciary Advisors’s Park-Ohio Holdings PKOH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50
Closed -$2K – 692
2019
Q4 		$2K Buy
+50
New +$1.57K ﹤0.01% 654
2019
Q2 		– Sell
-33
Closed -$1K – 749
2019
Q1 		$1K Hold
33
– – ﹤0.01% 685
2018
Q4 		$1K Buy
+33
New +$1.15K ﹤0.01% 673

Other funds holding PKOH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PKOH Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Park-Ohio Holdings (PKOH) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PKOH in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 83 funds tracked by Wall St. Rank hold PKOH as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Park-Ohio Holdings position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 50 Park-Ohio Holdings shares in Q1 2020, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Park-Ohio Holdings in Q4 2018 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Park-Ohio Holdings position peaked at $2K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.