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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EEMS Stock Details EEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,125
Closed -$60K – 679
2018
Q1 		$60K Buy
+1,125
New +$60.9K ﹤0.01% 423

Other funds holding EEMS

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q2 2018, closing a stake of 1,125 shares — an estimated $60K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EEMS in Q1 2018 and held it in 1 quarter. The position peaked at $60K in Q1 2018. 78 funds tracked by Wall St. Rank hold EEMS as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,125 iShares MSCI Emerging Markets Small-Cap ETF shares in Q2 2018, an estimated $60K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $60K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q2 2018.

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