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Loring Wolcott & Coolidge Fiduciary Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-482
Closed -$13.4K – 612
2023
Q2 		$13.4K Buy
+482
New +$13.3K ﹤0.01% 526

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ANGL Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2023, closing a stake of 482 shares — an estimated $13.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ANGL in Q2 2023 and held it in 1 quarter. The position peaked at $13.4K in Q2 2023. 307 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 482 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2023, an estimated $13.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $13.4K in Q2 2023.
  • 307 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.