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Loring Wolcott & Coolidge Fiduciary Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-30
Closed -$3K – 736
2019
Q2 		$3K Buy
+30
New +$2.96K ﹤0.01% 652

Other funds holding VAC

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VAC Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Marriott Vacations Worldwide (VAC) in Q3 2019, closing a stake of 30 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VAC in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 335 funds tracked by Wall St. Rank hold VAC as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Marriott Vacations Worldwide position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 30 Marriott Vacations Worldwide shares in Q3 2019, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Marriott Vacations Worldwide in Q2 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Marriott Vacations Worldwide position peaked at $3K in Q2 2019.
  • 335 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.