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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-785
Closed -$73K – 770
2020
Q3 		$73K Buy
+785
New +$73.5K ﹤0.01% 356
2017
Q1 		– Sell
-250
Closed -$21K – 613
2016
Q4 		$21K Buy
+250
New +$21.2K ﹤0.01% 470

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BIV Position: Q4 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 785 shares — an estimated $73K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BIV in Q4 2016 and held it in 2 quarters. The position peaked at $73K in Q3 2020. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 785 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $73K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $73K in Q3 2020.
  • 649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.