LWCFA
WAGE

Loring Wolcott & Coolidge Fiduciary Advisors’s WageWorks, Inc. WAGE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WAGE Stock Details WAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-24
Closed -$1K – 919
2017
Q3 		$1K Buy
+24
New +$1.46K ﹤0.01% 767

Other funds holding WAGE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WageWorks, Inc. (WAGE) in Q4 2017, closing a stake of 24 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WAGE in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 234 funds tracked by Wall St. Rank hold WAGE as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WageWorks, Inc. position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 24 WageWorks, Inc. shares in Q4 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WageWorks, Inc. in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WageWorks, Inc. position peaked at $1K in Q3 2017.
  • 234 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q4 2017.

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