Loring Wolcott & Coolidge Fiduciary Advisors’s Smith & Wesson SWBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-579	Closed	-$4K	–	731
2019 Q2	$4K	Hold	579	–	–	﹤0.01%	630
2019 Q1	$4K	Hold	579	–	–	﹤0.01%	610
2018 Q4	$6K	Hold	579	–	–	﹤0.01%	592
2018 Q3	$7K	Hold	579	–	–	﹤0.01%	553
2018 Q2	$5K	Hold	579	–	–	﹤0.01%	582
2018 Q1	$5K	Buy	+579	New	+$4.88K	﹤0.01%	627

Other funds holding SWBI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SWBI Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Smith & Wesson (SWBI) in Q3 2019, closing a stake of 579 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SWBI in Q1 2018 and held it in 6 quarters. The position peaked at $7K in Q3 2018. 151 funds tracked by Wall St. Rank hold SWBI as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Smith & Wesson position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 579 Smith & Wesson shares in Q3 2019, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Smith & Wesson in Q1 2018 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Smith & Wesson position peaked at $7K in Q3 2018.
151 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.