Loring Wolcott & Coolidge Fiduciary Advisors’s Steris STE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,630	Closed	-$110K	–	628
2016 Q4	$110K	Hold	1,630	–	–	﹤0.01%	321
2016 Q3	$119K	Hold	1,630	–	–	﹤0.01%	316
2016 Q2	$112K	Hold	1,630	–	–	﹤0.01%	316
2016 Q1	$116K	Sell	1,630 -3,615	-69%	-$245K	﹤0.01%	303
2015 Q4	$395K	Sell	5,245 -40	-0.8%	-$2.89K	0.01%	216
2015 Q3	$341K	Hold	5,285	–	–	0.01%	230
2015 Q2	$341K	Sell	5,285 -285	-5%	-$19.2K	0.01%	230
2015 Q1	$391K	Hold	5,570	–	–	0.01%	229
2014 Q4	$361K	Sell	5,570 -131	-2%	-$8.09K	0.01%	228
2014 Q3	$308K	Sell	5,701 -940	-14%	-$51.1K	0.01%	225
2014 Q2	$355K	Hold	6,641	–	–	0.01%	220
2014 Q1	$317K	Hold	6,641	–	–	0.01%	223
2013 Q4	$319K	Buy	+6,641	New	+$304K	0.01%	223

Other funds holding STE

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Steris (STE) in Q1 2017, closing a stake of 1,630 shares — an estimated $110K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STE in Q4 2013 and held it in 13 quarters. The position peaked at $395K in Q4 2015. 299 funds tracked by Wall St. Rank hold STE as of Q1 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Steris position as of Q1 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,630 Steris shares in Q1 2017, an estimated $110K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Steris in Q4 2013 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Steris position peaked at $395K in Q4 2015.
299 funds tracked by Wall St. Rank held Steris as of Q1 2017.

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