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Loring Wolcott & Coolidge Fiduciary Advisors’s Weis Markets WMK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$10K – 648
2014
Q4 		$10K Hold
200
– – ﹤0.01% 558
2014
Q3 		$8K Hold
200
– – ﹤0.01% 550
2014
Q2 		$9K Hold
200
– – ﹤0.01% 563
2014
Q1 		$10K Hold
200
– – ﹤0.01% 549
2013
Q4 		$11K Hold
200
– – ﹤0.01% 520
2013
Q3 		$10K Hold
200
– – ﹤0.01% 497
2013
Q2 		$9K Buy
+200
New +$8.4K ﹤0.01% 542

Other funds holding WMK

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WMK Position: Q1 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Weis Markets (WMK) in Q1 2015, closing a stake of 200 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WMK in Q2 2013 and held it in 7 quarters. The position peaked at $11K in Q4 2013. 93 funds tracked by Wall St. Rank hold WMK as of Q1 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Weis Markets position as of Q1 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Weis Markets shares in Q1 2015, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Weis Markets in Q2 2013 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Weis Markets position peaked at $11K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held Weis Markets as of Q1 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2015, filed 6 May 2015.