Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,500	Closed	-$69K	–	677
2019 Q3	$69K	Hold	1,500	–	–	﹤0.01%	380
2019 Q2	$71K	Hold	1,500	–	–	﹤0.01%	367
2019 Q1	$70K	Hold	1,500	–	–	﹤0.01%	368
2018 Q4	$64K	Hold	1,500	–	–	﹤0.01%	380
2018 Q3	$72K	Buy	+1,500	New	+$72.3K	﹤0.01%	384
2014 Q3	–	Sell	-1,500	Closed	-$80K	–	597
2014 Q2	$80K	Hold	1,500	–	–	﹤0.01%	383
2014 Q1	$78K	Hold	1,500	–	–	﹤0.01%	367
2013 Q4	$78K	Buy	+1,500	New	+$76.1K	﹤0.01%	355

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DOL Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q4 2019, closing a stake of 1,500 shares — an estimated $69K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DOL in Q4 2013 and held it in 8 quarters. The position peaked at $80K in Q2 2014. 87 funds tracked by Wall St. Rank hold DOL as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree True Developed International Fund position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 WisdomTree True Developed International Fund shares in Q4 2019, an estimated $69K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2013 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree True Developed International Fund position peaked at $80K in Q2 2014.
87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.