Loring Wolcott & Coolidge Fiduciary Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-731	Closed	-$71K	–	601
2020 Q1	$71K	Hold	731	–	–	﹤0.01%	333
2019 Q4	$84K	Buy	+731	New	+$82.6K	﹤0.01%	366
2018 Q2	–	Sell	-224	Closed	-$25K	–	681
2018 Q1	$25K	Buy	+224	New	+$25.4K	﹤0.01%	514
2015 Q1	–	Sell	-1,800	Closed	-$197K	–	622
2014 Q4	$197K	Sell	1,800 -925	-34%	-$104K	0.01%	276
2014 Q3	$308K	Hold	2,725	–	–	0.01%	224
2014 Q2	$314K	Buy	2,725 +1,800	+195%	+$204K	0.01%	229
2014 Q1	$103K	Sell	925 -470	-34%	-$51.2K	﹤0.01%	337
2013 Q4	$151K	Sell	1,395 -750	-35%	-$81.9K	﹤0.01%	283
2013 Q3	$234K	Hold	2,145	–	–	0.01%	233
2013 Q2	$235K	Buy	+2,145	New	+$251K	0.01%	239

Other funds holding EMB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EMB Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2020, closing a stake of 731 shares — an estimated $71K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EMB in Q2 2013 and held it in 10 quarters. The position peaked at $314K in Q2 2014. 600 funds tracked by Wall St. Rank hold EMB as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 731 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2020, an estimated $71K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $314K in Q2 2014.
600 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.