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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-19,000
Closed -$417K – 618
2015
Q1 		$417K Buy
+19,000
New +$408K 0.01% 223

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EWH Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2015, closing a stake of 19,000 shares — an estimated $417K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EWH in Q1 2015 and held it in 1 quarter. The position peaked at $417K in Q1 2015. 170 funds tracked by Wall St. Rank hold EWH as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 19,000 iShares MSCI Hong Kong ETF shares in Q2 2015, an estimated $417K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Hong Kong ETF in Q1 2015 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Hong Kong ETF position peaked at $417K in Q1 2015.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.