Loring Wolcott & Coolidge Fiduciary Advisors’s Urban Edge Properties UE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,500	Closed	-$38K	–	902
2017 Q2	$38K	Hold	1,500	–	–	﹤0.01%	444
2017 Q1	$39K	Hold	1,500	–	–	﹤0.01%	437
2016 Q4	$41K	Hold	1,500	–	–	﹤0.01%	410
2016 Q3	$42K	Sell	1,500 -795	-35%	-$23K	﹤0.01%	410
2016 Q2	$69K	Hold	2,295	–	–	﹤0.01%	366
2016 Q1	$59K	Hold	2,295	–	–	﹤0.01%	374
2015 Q4	$54K	Buy	2,295 +795	+53%	+$18.5K	﹤0.01%	410
2015 Q3	$31K	Hold	1,500	–	–	﹤0.01%	464
2015 Q2	$31K	Hold	1,500	–	–	﹤0.01%	464
2015 Q1	$36K	Buy	+1,500	New	+$35.9K	﹤0.01%	466

Other funds holding UE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's UE Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Urban Edge Properties (UE) in Q3 2017, closing a stake of 1,500 shares — an estimated $38K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UE in Q1 2015 and held it in 10 quarters. The position peaked at $69K in Q2 2016. 204 funds tracked by Wall St. Rank hold UE as of Q3 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Urban Edge Properties position as of Q3 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 Urban Edge Properties shares in Q3 2017, an estimated $38K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Urban Edge Properties in Q1 2015 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Urban Edge Properties position peaked at $69K in Q2 2016.
204 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.