Loring Wolcott & Coolidge Fiduciary Advisors’s WaFd WAFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-245	Closed	-$9K	–	715
2019 Q4	$9K	Hold	245	–	–	﹤0.01%	586
2019 Q3	$9K	Hold	245	–	–	﹤0.01%	579
2019 Q2	$9K	Hold	245	–	–	﹤0.01%	573
2019 Q1	$7K	Sell	245 -130	-35%	-$3.82K	﹤0.01%	578
2018 Q4	$10K	Hold	375	–	–	﹤0.01%	566
2018 Q3	$12K	Hold	375	–	–	﹤0.01%	526
2018 Q2	$12K	Hold	375	–	–	﹤0.01%	539
2018 Q1	$13K	Hold	375	–	–	﹤0.01%	571
2017 Q4	$13K	Hold	375	–	–	﹤0.01%	553
2017 Q3	$13K	Hold	375	–	–	﹤0.01%	545
2017 Q2	$13K	Hold	375	–	–	﹤0.01%	528
2017 Q1	$12K	Hold	375	–	–	﹤0.01%	542
2016 Q4	$13K	Sell	375 -125	-25%	-$3.82K	﹤0.01%	510
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	524
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	531
2016 Q1	$11K	Hold	500	–	–	﹤0.01%	531
2015 Q4	$12K	Hold	500	–	–	﹤0.01%	555
2015 Q3	$12K	Hold	500	–	–	﹤0.01%	534
2015 Q2	$12K	Hold	500	–	–	﹤0.01%	534
2015 Q1	$11K	Hold	500	–	–	﹤0.01%	554
2014 Q4	$11K	Hold	500	–	–	﹤0.01%	549
2014 Q3	$10K	Hold	500	–	–	﹤0.01%	540
2014 Q2	$11K	Hold	500	–	–	﹤0.01%	555
2014 Q1	$12K	Buy	+500	New	+$11.3K	﹤0.01%	532

Other funds holding WAFD

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's WAFD Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WaFd (WAFD) in Q1 2020, closing a stake of 245 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WAFD in Q1 2014 and held it in 24 quarters. The position peaked at $13K in Q1 2018. 226 funds tracked by Wall St. Rank hold WAFD as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WaFd position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 245 WaFd shares in Q1 2020, an estimated $9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WaFd in Q1 2014 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WaFd position peaked at $13K in Q1 2018.
226 funds tracked by Wall St. Rank held WaFd as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.