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Loring Wolcott & Coolidge Fiduciary Advisors’s TFS Financial TFSL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-148
Closed -$2K – 867
2017
Q3 		$2K Buy
+148
New +$2.29K ﹤0.01% 669

Other funds holding TFSL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TFSL Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TFS Financial (TFSL) in Q4 2017, closing a stake of 148 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TFSL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 115 funds tracked by Wall St. Rank hold TFSL as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TFS Financial position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 148 TFS Financial shares in Q4 2017, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TFS Financial in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's TFS Financial position peaked at $2K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held TFS Financial as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.