Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-200	Closed	-$5K	–	655
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	652
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	656
2021 Q2	$5K	Buy	+200	New	+$5.32K	﹤0.01%	736
2021 Q1	–	Sell	-200	Closed	-$6K	–	422
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	667
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	544
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	538
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	579
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	600
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	607
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	591
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	591
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	598
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	567
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	579
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	613
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	600
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	582
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	569
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	577
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	562
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	570
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	579
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	574
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	594
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	579
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	579
2015 Q1	$5K	Hold	200	–	–	﹤0.01%	590
2014 Q4	$6K	Hold	200	–	–	﹤0.01%	587
2014 Q3	$6K	Hold	200	–	–	﹤0.01%	561
2014 Q2	$6K	Hold	200	–	–	﹤0.01%	582
2014 Q1	$6K	Hold	200	–	–	﹤0.01%	569
2013 Q4	$6K	Buy	+200	New	+$6.03K	﹤0.01%	546

Other funds holding EBND

CSIA

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EBND Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2022, closing a stake of 200 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EBND in Q4 2013 and held it in 32 quarters. The position peaked at $6K in Q4 2020. 150 funds tracked by Wall St. Rank hold EBND as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2022, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2013 and held it in 32 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $6K in Q4 2020.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.