LWCFA
EWC icon

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,455
Closed -$42K – 624
2013
Q4 		$42K Buy
+1,455
New +$42.1K ﹤0.01% 402

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EWC Position: Q1 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Canada ETF (EWC) in Q1 2014, closing a stake of 1,455 shares — an estimated $42K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EWC in Q4 2013 and held it in 1 quarter. The position peaked at $42K in Q4 2013. 249 funds tracked by Wall St. Rank hold EWC as of Q1 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Canada ETF position as of Q1 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,455 iShares MSCI Canada ETF shares in Q1 2014, an estimated $42K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Canada ETF in Q4 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Canada ETF position peaked at $42K in Q4 2013.
  • 249 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.