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

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-594
Closed -$66K – 771
2020
Q3 		$66K Buy
+594
New +$67.6K ﹤0.01% 366

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Ameriprise
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TAIM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2020, closing a stake of 594 shares — an estimated $66K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BLV in Q3 2020 and held it in 1 quarter. The position peaked at $66K in Q3 2020. 267 funds tracked by Wall St. Rank hold BLV as of Q4 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 594 Vanguard Long-Term Bond ETF shares in Q4 2020, an estimated $66K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Long-Term Bond ETF position peaked at $66K in Q3 2020.
  • 267 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2020.

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