LWCFA
SF

Loring Wolcott & Coolidge Fiduciary Advisors’s Stifel SF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-46
Closed -$2K – 909
2021
Q2 		$2K Buy
+46
New +$2.06K ﹤0.01% 888

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SF Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Stifel (SF) in Q3 2021, closing a stake of 46 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SF in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Stifel position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 46 Stifel shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Stifel in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Stifel position peaked at $2K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.