Loring Wolcott & Coolidge Fiduciary Advisors’s Towne Bank TOWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,510	Closed	-$63K	–	651
2020 Q1	$63K	Hold	3,510	–	–	﹤0.01%	350
2019 Q4	$98K	Hold	3,510	–	–	﹤0.01%	345
2019 Q3	$98K	Hold	3,510	–	–	﹤0.01%	340
2019 Q2	$96K	Hold	3,510	–	–	﹤0.01%	338
2019 Q1	$87K	Hold	3,510	–	–	﹤0.01%	337
2018 Q4	$84K	Sell	3,510 -555	-14%	-$15.2K	﹤0.01%	342
2018 Q3	$125K	Hold	4,065	–	–	﹤0.01%	323
2018 Q2	$130K	Hold	4,065	–	–	﹤0.01%	323
2018 Q1	$116K	Hold	4,065	–	–	﹤0.01%	349
2017 Q4	$125K	Sell	4,065 -30	-0.7%	-$1K	﹤0.01%	340
2017 Q3	$137K	Hold	4,095	–	–	﹤0.01%	320
2017 Q2	$128K	Sell	4,095 -70	-2%	-$2.17K	﹤0.01%	325
2017 Q1	$135K	Sell	4,165 -155	-4%	-$5.03K	﹤0.01%	318
2016 Q4	$144K	Hold	4,320	–	–	﹤0.01%	302
2016 Q3	$104K	Hold	4,320	–	–	﹤0.01%	329
2016 Q2	$94K	Hold	4,320	–	–	﹤0.01%	328
2016 Q1	$83K	Hold	4,320	–	–	﹤0.01%	332
2015 Q4	$90K	Hold	4,320	–	–	﹤0.01%	350
2015 Q3	$70K	Hold	4,320	–	–	﹤0.01%	391
2015 Q2	$70K	Hold	4,320	–	–	﹤0.01%	391
2015 Q1	$69K	Hold	4,320	–	–	﹤0.01%	401
2014 Q4	$65K	Hold	4,320	–	–	﹤0.01%	402
2014 Q3	$59K	Hold	4,320	–	–	﹤0.01%	393
2014 Q2	$68K	Hold	4,320	–	–	﹤0.01%	401
2014 Q1	$67K	Sell	4,320 -4,050	-48%	-$61.5K	﹤0.01%	388
2013 Q4	$129K	Sell	8,370 -945	-10%	-$14.1K	﹤0.01%	296
2013 Q3	$134K	Hold	9,315	–	–	﹤0.01%	276
2013 Q2	$137K	Buy	+9,315	New	+$135K	﹤0.01%	291

Other funds holding TOWN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TOWN Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Towne Bank (TOWN) in Q2 2020, closing a stake of 3,510 shares — an estimated $63K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TOWN in Q2 2013 and held it in 28 quarters. The position peaked at $144K in Q4 2016. 139 funds tracked by Wall St. Rank hold TOWN as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Towne Bank position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,510 Towne Bank shares in Q2 2020, an estimated $63K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Towne Bank in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Towne Bank position peaked at $144K in Q4 2016.
139 funds tracked by Wall St. Rank held Towne Bank as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.