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Loring Wolcott & Coolidge Fiduciary Advisors’s RBC Bearings RBC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$23K – 636
2020
Q1 		$23K Buy
+200
New +$31K ﹤0.01% 453

Other funds holding RBC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RBC Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of RBC Bearings (RBC) in Q2 2020, closing a stake of 200 shares — an estimated $23K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RBC in Q1 2020 and held it in 1 quarter. The position peaked at $23K in Q1 2020. 241 funds tracked by Wall St. Rank hold RBC as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining RBC Bearings position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 200 RBC Bearings shares in Q2 2020, an estimated $23K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RBC Bearings in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's RBC Bearings position peaked at $23K in Q1 2020.
  • 241 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.