LWCFA
BHL

Loring Wolcott & Coolidge Fiduciary Advisors’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BHL Stock Details BHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,825
Closed -$25K – 637
2016
Q3 		$25K Buy
+1,825
New +$24.5K ﹤0.01% 466

Other funds holding BHL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BHL Position: Q4 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Blackrock Defined Opp Crt Tr (BHL) in Q4 2016, closing a stake of 1,825 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BHL in Q3 2016 and held it in 1 quarter. The position peaked at $25K in Q3 2016. 20 funds tracked by Wall St. Rank hold BHL as of Q4 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Blackrock Defined Opp Crt Tr position as of Q4 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,825 Blackrock Defined Opp Crt Tr shares in Q4 2016, an estimated $25K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Blackrock Defined Opp Crt Tr in Q3 2016 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Blackrock Defined Opp Crt Tr position peaked at $25K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q4 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.