LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA opened 49 positions, added to 53, reduced 87 and sold out of 88.
- Q3 2016: Stock UNILEVER NV; Country of operation —; Class FOREIGN STOCK; Shares before 17,055.
- Q3 2016: Stock BROOKFIELD ASSET MANAGEMENT; Country of operation —; Class FOREIGN STOCK; Shares before 11,643.
- Q3 2016: Stock ALLERGAN PLC; Country of operation —; Class FOREIGN STOCK; Shares before 2,532.
- Q2 2016: Stock ARM HOLDINGS PLC; Country of operation —; Class FOREIGN STOCK; Shares before 1,884,823.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 932974), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | UNILEVER NV
CUSIP 904784709 | | FOREIGN STOCK | 17,055 | 23,640 | +6,585 | $801,000 | $1,090,000 | +$289,000 | 2016-11-01 |
|---|
| Q3 2016 | BROOKFIELD ASSET MANAGEMENT
CUSIP 112585104 | | FOREIGN STOCK | 11,643 | 17,768 | +6,125 | $401,000 | $625,000 | +$224,000 | 2016-11-01 |
|---|
| Q3 2016 | ALLERGAN PLC
CUSIP G0177J108 | | FOREIGN STOCK | 2,532 | 3,496 | +964 | $585,000 | $805,000 | +$220,000 | 2016-11-01 |
|---|
| Q2 2016 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 1,884,823 | 1,903,639 | +18,816 | $82,348,000 | $86,635,000 | +$4,287,000 | 2016-07-11 |
|---|
| Q2 2016 | GOLDCORP INC
CUSIP 380956409 | | FOREIGN STOCK | 11,300 | 15,500 | +4,200 | $183,000 | $297,000 | +$114,000 | 2016-07-11 |
|---|
| Q2 2016 | ALLERGAN PLC
CUSIP G0177J108 | | FOREIGN STOCK | 2,447 | 2,532 | +85 | $656,000 | $585,000 | -$71,000 | 2016-07-11 |
|---|
| Q2 2016 | TE CONNECTIVITY LTD
CUSIP H84989104 | | FOREIGN STOCK | 1,100 | 2,274 | +1,174 | $68,000 | $130,000 | +$62,000 | 2016-07-11 |
|---|
| Q2 2016 | TYCO INTERNATIONAL PLC ORD
CUSIP G91442106 | | FOREIGN STOCK | 200 | 1,174 | +974 | $7,000 | $50,000 | +$43,000 | 2016-07-11 |
|---|
| Q2 2016 | CANADIAN PACIFIC RAILWAY LTD
CUSIP 13645T100 | | FOREIGN STOCK | 810 | 811 | +1 | $108,000 | $104,000 | -$4,000 | 2016-07-11 |
|---|
| Q1 2016 | ENCANA CORP
CUSIP 292505104 | | FOREIGN STOCK | 166,527 | 299,917 | +133,390 | $848,000 | $1,826,000 | +$978,000 | 2016-04-26 |
|---|
| Q1 2016 | TOTAL FINA ELF S A ADR
CUSIP 89151E109 | | FOREIGN STOCK | 3,250 | 4,165 | +915 | $146,000 | $189,000 | +$43,000 | 2016-04-26 |
|---|
| Q1 2016 | POWERSHARES QQQ
CUSIP 73935A104 | | MUTUAL FUNDS | 600 | 967 | +367 | $67,000 | $106,000 | +$39,000 | 2016-04-26 |
|---|
| Q1 2016 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 1,820,747 | 1,884,823 | +64,076 | $82,370,000 | $82,348,000 | -$22,000 | 2016-04-26 |
|---|
| Q1 2016 | LUXOTTICA GROUP S P A
CUSIP 55068R202 | | FOREIGN STOCK | 700 | 850 | +150 | $45,000 | $47,000 | +$2,000 | 2016-04-26 |
|---|
| Q4 2015 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 1,149,779 | 1,820,747 | +670,968 | $56,649,000 | $82,370,000 | +$25,721,000 | 2016-01-27 |
|---|
| Q4 2015 | ACE LIMITED
CUSIP H0023R105 | | FOREIGN STOCK | 8,050 | 13,735 | +5,685 | $819,000 | $1,605,000 | +$786,000 | 2016-01-27 |
|---|
| Q4 2015 | ROYAL DUTCH SHELL PLC
CUSIP 780259206 | | FOREIGN STOCK | 29,635 | 29,760 | +125 | $1,689,000 | $1,363,000 | -$326,000 | 2016-01-27 |
|---|
| Q4 2015 | TOTAL FINA ELF S A ADR
CUSIP 89151E109 | | FOREIGN STOCK | 3,100 | 3,250 | +150 | $152,000 | $146,000 | -$6,000 | 2016-01-27 |
|---|
| Q2 2015 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 837,249 | 1,149,779 | +312,530 | $41,277,000 | $56,649,000 | +$15,372,000 | 2015-08-03 |
|---|
| Q2 2015 | CORE LABORATORIES
CUSIP N22717107 | | FOREIGN STOCK | 51,498 | 53,223 | +1,725 | $5,381,000 | $6,070,000 | +$689,000 | 2015-08-03 |
|---|
| Q2 2015 | BROOKFIELD ASSET MANAGEMENT
CUSIP 112585104 | | FOREIGN STOCK | 7,762 | 11,643 | +3,881 | $416,000 | $407,000 | -$9,000 | 2015-08-03 |
|---|
| Q1 2015 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 646,578 | 837,249 | +190,671 | $29,937,000 | $41,277,000 | +$11,340,000 | 2015-05-06 |
|---|
| Q1 2015 | ACTAVIS PLC
CUSIP G0083B108 | | FOREIGN STOCK | 209 | 2,477 | +2,268 | $54,000 | $737,000 | +$683,000 | 2015-05-06 |
|---|
| Q1 2015 | ENCANA CORP
CUSIP 292505104 | | FOREIGN STOCK | 128,072 | 176,879 | +48,807 | $1,776,000 | $1,972,000 | +$196,000 | 2015-05-06 |
|---|
| Q1 2015 | GOLDCORP INC
CUSIP 380956409 | | FOREIGN STOCK | 11,250 | 12,650 | +1,400 | $208,000 | $229,000 | +$21,000 | 2015-05-06 |
|---|
| Q4 2014 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 408,073 | 646,578 | +238,505 | $17,829,000 | $29,937,000 | +$12,108,000 | 2015-02-12 |
|---|
| Q4 2014 | UNILEVER NV
CUSIP 904784709 | | FOREIGN STOCK | 18,810 | 31,810 | +13,000 | $746,000 | $1,242,000 | +$496,000 | 2015-02-12 |
|---|
| Q4 2014 | TE CONNECTIVITY LTD
CUSIP H84989104 | | FOREIGN STOCK | 1,100 | 1,300 | +200 | $61,000 | $82,000 | +$21,000 | 2015-02-12 |
|---|
| Q4 2014 | CANADIAN PACIFIC RAILWAY LTD
CUSIP 13645T100 | | FOREIGN STOCK | 809 | 810 | +1 | $168,000 | $156,000 | -$12,000 | 2015-02-12 |
|---|
| Q3 2014 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 389,757 | 408,073 | +18,316 | $17,633,000 | $17,829,000 | +$196,000 | 2014-11-07 |
|---|
| Q3 2014 | CANADIAN PACIFIC RAILWAY LTD
CUSIP 13645T100 | | FOREIGN STOCK | 708 | 809 | +101 | $128,000 | $168,000 | +$40,000 | 2014-11-07 |
|---|
| Q3 2014 | GOLDCORP INC
CUSIP 380956409 | | FOREIGN STOCK | 10,500 | 11,250 | +750 | $293,000 | $259,000 | -$34,000 | 2014-11-07 |
|---|
| Q2 2014 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 296,821 | 389,757 | +92,936 | $15,129,000 | $17,633,000 | +$2,504,000 | 2014-08-12 |
|---|
| Q2 2014 | GOLDCORP INC
CUSIP 380956409 | | FOREIGN STOCK | 500 | 10,500 | +10,000 | $12,000 | $293,000 | +$281,000 | 2014-08-12 |
|---|
| Q2 2014 | POWERSHARES
CUSIP 73935X575 | | MUTUAL FUNDS | 4,640 | 10,640 | +6,000 | $124,000 | $283,000 | +$159,000 | 2014-08-12 |
|---|
| Q2 2014 | TORTOISE ENERGY
CUSIP 89147L100 | | MUTUAL FUNDS | 750 | 1,249 | +499 | $34,000 | $62,000 | +$28,000 | 2014-08-12 |
|---|
| Q2 2014 | BLACKROCK
CUSIP 09254B109 | | MUTUAL FUNDS | 746 | 1,829 | +1,083 | $7,000 | $17,000 | +$10,000 | 2014-08-12 |
|---|
| Q2 2014 | GLAXOSMITHKLINE PLC ADR
CUSIP 37733W105 | | FOREIGN STOCK | 4,729 | 4,879 | +150 | $253,000 | $261,000 | +$8,000 | 2014-08-12 |
|---|
| Q1 2014 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 242,757 | 296,821 | +54,064 | $13,286,000 | $15,129,000 | +$1,843,000 | 2014-04-28 |
|---|
| Q1 2014 | UNILEVER NV
CUSIP 904784709 | | FOREIGN STOCK | 18,790 | 18,810 | +20 | $756,000 | $773,000 | +$17,000 | 2014-04-28 |
|---|
| Q1 2014 | GRUPO FIN SANTANDER ADR B
CUSIP 40053C105 | | FOREIGN STOCK | 2,205 | 3,745 | +1,540 | $30,000 | $46,000 | +$16,000 | 2014-04-28 |
|---|
| Q1 2014 | TE CONNECTIVITY LTD
CUSIP H84989104 | | FOREIGN STOCK | 1,000 | 1,100 | +100 | $55,000 | $66,000 | +$11,000 | 2014-04-28 |
|---|
| Q4 2013 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 230,222 | 242,757 | +12,535 | $11,078,000 | $13,286,000 | +$2,208,000 | 2014-02-11 |
|---|
| Q4 2013 | ROYAL DUTCH SHELL PLC
CUSIP 780259206 | | FOREIGN STOCK | 29,927 | 31,327 | +1,400 | $1,966,000 | $2,233,000 | +$267,000 | 2014-02-11 |
|---|
| Q4 2013 | VODAFONE GROUP
CUSIP 92857W209 | | FOREIGN STOCK | 10,397 | 12,022 | +1,625 | $366,000 | $473,000 | +$107,000 | 2014-02-11 |
|---|
| Q4 2013 | UNILEVER NV
CUSIP 904784709 | | FOREIGN STOCK | 18,104 | 18,790 | +686 | $683,000 | $756,000 | +$73,000 | 2014-02-11 |
|---|
| Q4 2013 | CANADIAN PACIFIC RAILWAY LTD
CUSIP 13645T100 | | FOREIGN STOCK | 1,175 | 1,208 | +33 | $145,000 | $183,000 | +$38,000 | 2014-02-11 |
|---|
| Q4 2013 | ROYAL DUTCH SHELL PLC
CUSIP 780259107 | | FOREIGN STOCK | 1,938 | 2,219 | +281 | $133,000 | $167,000 | +$34,000 | 2014-02-11 |
|---|
| Q4 2013 | WESTPAC BANKING
CUSIP 961214301 | | FOREIGN STOCK | 2,150 | 3,150 | +1,000 | $66,000 | $92,000 | +$26,000 | 2014-02-11 |
|---|
| Q3 2013 | ARM HOLDINGS PLC
CUSIP 042068106 | | FOREIGN STOCK | 208,504 | 230,222 | +21,718 | $7,554,000 | $11,078,000 | +$3,524,000 | 2013-11-13 |
|---|
| Q3 2013 | UNILEVER NV
CUSIP 904784709 | | FOREIGN STOCK | 12,379 | 18,104 | +5,725 | $487,000 | $683,000 | +$196,000 | 2013-11-13 |
|---|
| Q3 2013 | TOTAL FINA ELF S A ADR
CUSIP 89151E109 | | FOREIGN STOCK | 2,100 | 3,100 | +1,000 | $102,000 | $180,000 | +$78,000 | 2013-11-13 |
|---|
| Q3 2013 | WESTPAC BANKING
CUSIP 961214301 | | FOREIGN STOCK | 430 | 2,150 | +1,720 | $57,000 | $66,000 | +$9,000 | 2013-11-13 |
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