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Loring Wolcott & Coolidge Fiduciary Advisors’s Yelp YELP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-800
Closed -$28K – 774
2018
Q4 		$28K Buy
+800
New +$30.6K ﹤0.01% 470
2015
Q4 		– Sell
-280
Closed -$12K – 680
2015
Q3 		$12K Hold
280
– – ﹤0.01% 535
2015
Q2 		$12K Hold
280
– – ﹤0.01% 535
2015
Q1 		$13K Buy
+280
New +$13.9K ﹤0.01% 546

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's YELP Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Yelp (YELP) in Q1 2019, closing a stake of 800 shares — an estimated $28K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in YELP in Q1 2015 and held it in 4 quarters. The position peaked at $28K in Q4 2018. 274 funds tracked by Wall St. Rank hold YELP as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Yelp position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 800 Yelp shares in Q1 2019, an estimated $28K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Yelp in Q1 2015 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Yelp position peaked at $28K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held Yelp as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.