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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,705
Closed -$52K – 682
2018
Q1 		$52K Buy
+1,705
New +$53.3K ﹤0.01% 441

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2018, closing a stake of 1,705 shares — an estimated $52K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EQAL in Q1 2018 and held it in 1 quarter. The position peaked at $52K in Q1 2018. 37 funds tracked by Wall St. Rank hold EQAL as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,705 Invesco Russell 1000 Equal Weight ETF shares in Q2 2018, an estimated $52K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $52K in Q1 2018.
  • 37 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2018.

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