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Loring Wolcott & Coolidge Fiduciary Advisors’s UBS Group UBS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-616
Closed -$9K – 933
2021
Q2 		$9K Buy
+616
New +$9.73K ﹤0.01% 656

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UBS Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of UBS Group (UBS) in Q3 2021, closing a stake of 616 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UBS in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 358 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 616 UBS Group shares in Q3 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UBS Group in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's UBS Group position peaked at $9K in Q2 2021.
  • 358 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.