LWCFA
STEW

Loring Wolcott & Coolidge Fiduciary Advisors’s SRH Total Return Fund STEW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,240
Closed -$44K – 756
2018
Q4 		$44K Buy
+4,240
New +$45.1K ﹤0.01% 429

Other funds holding STEW

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's STEW Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SRH Total Return Fund (STEW) in Q1 2019, closing a stake of 4,240 shares — an estimated $44K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STEW in Q4 2018 and held it in 1 quarter. The position peaked at $44K in Q4 2018. 94 funds tracked by Wall St. Rank hold STEW as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SRH Total Return Fund position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,240 SRH Total Return Fund shares in Q1 2019, an estimated $44K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SRH Total Return Fund in Q4 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SRH Total Return Fund position peaked at $44K in Q4 2018.
  • 94 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.