Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100	Closed	-$4K	–	656
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	587
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	632
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	614
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	600
2017 Q2	$4K	Buy	100 +40	+67%	+$1.56K	﹤0.01%	590
2017 Q1	$2K	Hold	60	–	–	﹤0.01%	600
2016 Q4	$2K	Hold	60	–	–	﹤0.01%	580
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	597
2016 Q2	$2K	Sell	60 -40	-40%	-$1.41K	﹤0.01%	614
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	585
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	613
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	584
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	584
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	598
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	600
2014 Q3	$5K	Sell	100 -3,000	-97%	-$149K	﹤0.01%	565
2014 Q2	$159K	Hold	3,100	–	–	﹤0.01%	302
2014 Q1	$151K	Hold	3,100	–	–	﹤0.01%	293
2013 Q4	$147K	Buy	3,100 +3,000	+3,000%	+$142K	﹤0.01%	288
2013 Q3	$5K	Hold	100	–	–	﹤0.01%	521
2013 Q2	$4K	Buy	+100	New	+$4.81K	﹤0.01%	570

Other funds holding DWX

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DWX Position: Q3 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DWX in Q2 2013 and held it in 21 quarters. The position peaked at $159K in Q2 2014. 144 funds tracked by Wall St. Rank hold DWX as of Q3 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 100 State Street SPDR S&P International Dividend ETF shares in Q3 2018, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 21 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR S&P International Dividend ETF position peaked at $159K in Q2 2014.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.