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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-83
Closed -$1K – 714
2018
Q4 		$1K Buy
+83
New +$1.53K ﹤0.01% 670

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EUFN Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2019, closing a stake of 83 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EUFN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 91 funds tracked by Wall St. Rank hold EUFN as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 83 iShares MSCI Europe Financials ETF shares in Q1 2019, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Europe Financials ETF position peaked at $1K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.