LORING WOLCOTT & Overview

Loring Wolcott & Coolidge Fiduciary Advisors Llp is an investment advisor that manages 5.7 BN dollars in regulatory AUM and has 75 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 77% of the manager's regulatory AUM.

LORING WOLCOTT & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

LORING WOLCOTT & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MA 5.15% Tech 3.19% 0.11% 0 25%
TJX 4.46% Cons. Disc. 4.65% -0% 1 23%
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LORING WOLCOTT & Founders and Key Employees

Name Title In Position Since
Lawrence Coolidge Partner June-1994
Peter B. Loring Partner June-1994
Frederick D. Ballou Partner June-1994
Amy L. Thornton Partner June-1994
Gilbert M. Roddy Partner June-1994
William B. Perkins Partner, Sec Compliance Partner June-1994
Hugh L. Warren Partner June-1994
Robert L. Driscoll Partner January-2000
Charles-Frederick D. Boit Partner And President June-2002
Thomas Appleton Partner January-2007
Jonathan L. Korb Chief Compliance Officer And General Counsel January-2008
Wendy S. Holding Partner March-2009
William A. Mims Partner October-2013

LORING WOLCOTT & Brokers, Custodians, Auditors and Administrators

Type Company

LORING WOLCOTT & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

6. ...
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LORING WOLCOTT & Portfolio Concentration

LORING WOLCOTT & Location

230 CONGRESS STREET
BOSTON, Massachusetts
UNITED STATES, 02110-2437

LORING WOLCOTT & Contact Information

Phone Number: 617-523-6531
Fax Number: 617-523-6535
Website:

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