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Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-75
Closed -$4K – 600
2013
Q3 		$4K Hold
75
– – ﹤0.01% 525
2013
Q2 		$4K Buy
+75
New +$3.88K ﹤0.01% 571

Other funds holding ELD

Goldman Sachs
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ELD Position: Q4 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2013, closing a stake of 75 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ELD in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 128 funds tracked by Wall St. Rank hold ELD as of Q4 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 75 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2013, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $4K in Q3 2013.
  • 128 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.