LWCFA
STRZA

Loring Wolcott & Coolidge Fiduciary Advisors’s Starz - Series A STRZA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-41
Closed -$1K – 640
2016
Q3 		$1K Sell
41
-157
-79% -$4.84K ﹤0.01% 607
2016
Q2 		$6K Buy
198
+157
+383% +$4.18K ﹤0.01% 588
2016
Q1 		$1K Hold
41
– – ﹤0.01% 615
2015
Q4 		$1K Hold
41
– – ﹤0.01% 641
2015
Q3 		$2K Hold
41
– – ﹤0.01% 606
2015
Q2 		$2K Hold
41
– – ﹤0.01% 606
2015
Q1 		$1K Hold
41
– – ﹤0.01% 617
2014
Q4 		$1K Hold
41
– – ﹤0.01% 625
2014
Q3 		$1K Hold
41
– – ﹤0.01% 589
2014
Q2 		$1K Hold
41
– – ﹤0.01% 616
2014
Q1 		$1K Hold
41
– – ﹤0.01% 615
2013
Q4 		$1K Hold
41
– – ﹤0.01% 591
2013
Q3 		$1K Sell
41
-1,655
-98% -$40.8K ﹤0.01% 552
2013
Q2 		$37K Buy
+1,696
New +$38.1K ﹤0.01% 421

Other funds holding STRZA

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's STRZA Position: Q4 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 41 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STRZA in Q2 2013 and held it in 14 quarters. The position peaked at $37K in Q2 2013. 7 funds tracked by Wall St. Rank hold STRZA as of Q4 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 41 Starz - Series A shares in Q4 2016, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Starz - Series A in Q2 2013 and held it in 14 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Starz - Series A position peaked at $37K in Q2 2013.
  • 7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.