LWCFA
WIN

Loring Wolcott & Coolidge Fiduciary Advisors’s Windstream Holdings Inc WIN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WIN Stock Details WIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,149
Closed -$90K – 628
2014
Q2 		$90K Hold
1,149
– – ﹤0.01% 368
2014
Q1 		$74K Buy
+1,149
New +$71.2K ﹤0.01% 375
2013
Q3 		– Sell
-1,366
Closed -$83K – 568
2013
Q2 		$83K Buy
+1,366
New +$89K ﹤0.01% 342

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WIN Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Windstream Holdings Inc (WIN) in Q3 2014, closing a stake of 1,149 shares — an estimated $90K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WIN in Q2 2013 and held it in 3 quarters. The position peaked at $90K in Q2 2014. 441 funds tracked by Wall St. Rank hold WIN as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Windstream Holdings Inc position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,149 Windstream Holdings Inc shares in Q3 2014, an estimated $90K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Windstream Holdings Inc position peaked at $90K in Q2 2014.
  • 441 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.