LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s PTC PTC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-109
Closed -$7K – 703
2019
Q3 		$7K Hold
109
– – ﹤0.01% 592
2019
Q2 		$10K Buy
+109
New +$9.77K ﹤0.01% 561
2017
Q4 		– Sell
-21
Closed -$1K – 848
2017
Q3 		$1K Buy
+21
New +$1.16K ﹤0.01% 731
2017
Q2 		– Sell
-2,000
Closed -$105K – 649
2017
Q1 		$105K Buy
+2,000
New +$106K ﹤0.01% 344

Other funds holding PTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return