LWCFA
TSC

Loring Wolcott & Coolidge Fiduciary Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-895
Closed -$9K – 672
2020
Q1 		$9K Buy
+895
New +$17.9K ﹤0.01% 553

Other funds holding TSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2020, closing a stake of 895 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TSC in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 129 funds tracked by Wall St. Rank hold TSC as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 895 TriState Capital Holdings, Inc. shares in Q2 2020, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TriState Capital Holdings, Inc. in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's TriState Capital Holdings, Inc. position peaked at $9K in Q1 2020.
  • 129 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2020.

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