Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-327	Closed	-$28K	–	668
2018 Q1	$28K	Hold	327	–	–	﹤0.01%	499
2017 Q4	$29K	Hold	327	–	–	﹤0.01%	478
2017 Q3	$28K	Hold	327	–	–	﹤0.01%	471
2017 Q2	$27K	Hold	327	–	–	﹤0.01%	466
2017 Q1	$27K	Hold	327	–	–	﹤0.01%	466
2016 Q4	$26K	Hold	327	–	–	﹤0.01%	450
2016 Q3	$26K	Hold	327	–	–	﹤0.01%	459
2016 Q2	$25K	Hold	327	–	–	﹤0.01%	462
2016 Q1	$25K	Sell	327 -150	-31%	-$10.5K	﹤0.01%	465
2015 Q4	$34K	Hold	477	–	–	﹤0.01%	469
2015 Q3	$35K	Hold	477	–	–	﹤0.01%	449
2015 Q2	$35K	Hold	477	–	–	﹤0.01%	449
2015 Q1	$36K	Sell	477 -400	-46%	-$30.5K	﹤0.01%	465
2014 Q4	$67K	Buy	+877	New	+$65.6K	﹤0.01%	397

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AIVL Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2018, closing a stake of 327 shares — an estimated $28K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AIVL in Q4 2014 and held it in 14 quarters. The position peaked at $67K in Q4 2014. 131 funds tracked by Wall St. Rank hold AIVL as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 327 WisdomTree US AI Enhanced Value Fund shares in Q2 2018, an estimated $28K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $67K in Q4 2014.
131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.