LWCFA
STR

Loring Wolcott & Coolidge Fiduciary Advisors’s QUESTAR CORP STR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-300
Closed -$8K – 655
2014
Q4 		$8K Buy
+300
New +$7.16K ﹤0.01% 577

Other funds holding STR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's STR Position: Q1 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of QUESTAR CORP (STR) in Q1 2015, closing a stake of 300 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STR in Q4 2014 and held it in 1 quarter. The position peaked at $8K in Q4 2014. 312 funds tracked by Wall St. Rank hold STR as of Q1 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining QUESTAR CORP position as of Q1 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 300 QUESTAR CORP shares in Q1 2015, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QUESTAR CORP in Q4 2014 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's QUESTAR CORP position peaked at $8K in Q4 2014.
  • 312 funds tracked by Wall St. Rank held QUESTAR CORP as of Q1 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2015, filed 6 May 2015.