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Loring Wolcott & Coolidge Fiduciary Advisors’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,275
Closed -$51K – 697
2018
Q4 		$51K Hold
1,275
– – ﹤0.01% 408
2018
Q3 		$69K Hold
1,275
– – ﹤0.01% 390
2018
Q2 		$68K Buy
+1,275
New +$74K ﹤0.01% 394

Other funds holding AADR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2019, closing a stake of 1,275 shares — an estimated $51K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AADR in Q2 2018 and held it in 3 quarters. The position peaked at $69K in Q3 2018. 33 funds tracked by Wall St. Rank hold AADR as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,275 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2019, an estimated $51K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q2 2018 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AdvisorShares Dorsey Wright ADR ETF position peaked at $69K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2019.

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