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

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-60
Closed -$2K – 627
2016
Q4 		$2K Buy
+60
New +$2.17K ﹤0.01% 583

Other funds holding SM

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
RO
Reservoir Operations New York $13.2M AUM 10.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SM Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SM Energy (SM) in Q1 2017, closing a stake of 60 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SM in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 265 funds tracked by Wall St. Rank hold SM as of Q1 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SM Energy position as of Q1 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 60 SM Energy shares in Q1 2017, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SM Energy in Q4 2016 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SM Energy position peaked at $2K in Q4 2016.
  • 265 funds tracked by Wall St. Rank held SM Energy as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.