LWCFA
XONE

Loring Wolcott & Coolidge Fiduciary Advisors’s The ExOne Company XONE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-400
Closed -$16K – 623
2014
Q2 		$16K Hold
400
– – ﹤0.01% 526
2014
Q1 		$14K Hold
400
– – ﹤0.01% 520
2013
Q4 		$24K Hold
400
– – ﹤0.01% 455
2013
Q3 		$17K Hold
400
– – ﹤0.01% 456
2013
Q2 		$25K Buy
+400
New +$16.9K ﹤0.01% 454

Other funds holding XONE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of The ExOne Company (XONE) in Q3 2014, closing a stake of 400 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XONE in Q2 2013 and held it in 5 quarters. The position peaked at $25K in Q2 2013. 88 funds tracked by Wall St. Rank hold XONE as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining The ExOne Company position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 The ExOne Company shares in Q3 2014, an estimated $16K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in The ExOne Company in Q2 2013 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's The ExOne Company position peaked at $25K in Q2 2013.
  • 88 funds tracked by Wall St. Rank held The ExOne Company as of Q3 2014.

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