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Loring Wolcott & Coolidge Fiduciary Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-216
Closed -$3K – 742
2019
Q2 		$3K Buy
+216
New +$2.91K ﹤0.01% 654

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Impax Asset Management Group
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Fidelity Investments
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Goldman Sachs
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Dimensional Fund Advisors
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ZWS Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2019, closing a stake of 216 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ZWS in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 183 funds tracked by Wall St. Rank hold ZWS as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Zurn Elkay Water Solutions position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 216 Zurn Elkay Water Solutions shares in Q3 2019, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Zurn Elkay Water Solutions position peaked at $3K in Q2 2019.
  • 183 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.