LWCFA
TRUE

Loring Wolcott & Coolidge Fiduciary Advisors’s TrueCar TRUE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-68
Closed -$1K – 873
2017
Q3 		$1K Buy
+68
New +$1.22K ﹤0.01% 745

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TrueCar (TRUE) in Q4 2017, closing a stake of 68 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TRUE in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 130 funds tracked by Wall St. Rank hold TRUE as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TrueCar position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 68 TrueCar shares in Q4 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TrueCar in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's TrueCar position peaked at $1K in Q3 2017.
  • 130 funds tracked by Wall St. Rank held TrueCar as of Q4 2017.

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