Loring Wolcott & Coolidge Fiduciary Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-692	Closed	-$26K	–	676
2018 Q1	$26K	Buy	+692	New	+$25.5K	﹤0.01%	507

Other funds holding COMT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2018, closing a stake of 692 shares — an estimated $26K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COMT in Q1 2018 and held it in 1 quarter. The position peaked at $26K in Q1 2018. 74 funds tracked by Wall St. Rank hold COMT as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 692 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2018, an estimated $26K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2018 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $26K in Q1 2018.
74 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2018.

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