LWCFA
SODA

Loring Wolcott & Coolidge Fiduciary Advisors’s SodaStream International Ltd SODA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SODA Stock Details SODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,655
Closed -$49K – 643
2014
Q3 		$49K Sell
1,655
-55
-3% -$1.75K ﹤0.01% 413
2014
Q2 		$57K Hold
1,710
– – ﹤0.01% 423
2014
Q1 		$75K Buy
+1,710
New +$69.9K ﹤0.01% 373

Other funds holding SODA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SODA Position: Q4 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SodaStream International Ltd (SODA) in Q4 2014, closing a stake of 1,655 shares — an estimated $49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SODA in Q1 2014 and held it in 3 quarters. The position peaked at $75K in Q1 2014. 94 funds tracked by Wall St. Rank hold SODA as of Q4 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SodaStream International Ltd position as of Q4 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,655 SodaStream International Ltd shares in Q4 2014, an estimated $49K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SodaStream International Ltd in Q1 2014 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SodaStream International Ltd position peaked at $75K in Q1 2014.
  • 94 funds tracked by Wall St. Rank held SodaStream International Ltd as of Q4 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.