LWCFA
XLS

Loring Wolcott & Coolidge Fiduciary Advisors’s EXELIS INC COM STK XLS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio XLS Stock Details XLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-506
Closed -$8K – 634
2014
Q2 		$8K Buy
+506
New +$8.35K ﹤0.01% 572

Other funds holding XLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 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 XLS Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of EXELIS INC COM STK (XLS) in Q3 2014, closing a stake of 506 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLS in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 310 funds tracked by Wall St. Rank hold XLS as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining EXELIS INC COM STK position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 506 EXELIS INC COM STK shares in Q3 2014, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EXELIS INC COM STK in Q2 2014 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's EXELIS INC COM STK position peaked at $8K in Q2 2014.
  • 310 funds tracked by Wall St. Rank held EXELIS INC COM STK as of Q3 2014.

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