LWCFA
VISN

Loring Wolcott & Coolidge Fiduciary Advisors’s Vistance Networks Inc VISN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6
Closed – – 764
2017
Q3 		$0 Buy
+6
New +$205 ﹤0.01% 807
2017
Q1 		– Sell
-1,500
Closed -$56K – 614
2016
Q4 		$56K Buy
+1,500
New +$51.1K ﹤0.01% 382

Other funds holding VISN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
CCM
Chieftain Capital Management New York $3.03M AUM 3.88% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vistance Networks Inc (VISN) in Q4 2017, closing a stake of 6 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VISN in Q4 2016 and held it in 2 quarters. The position peaked at $56K in Q4 2016. 269 funds tracked by Wall St. Rank hold VISN as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vistance Networks Inc position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 6 Vistance Networks Inc shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vistance Networks Inc in Q4 2016 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vistance Networks Inc position peaked at $56K in Q4 2016.
  • 269 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q4 2017.

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