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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-95
Closed -$5K – 599
2014
Q2 		$5K Hold
95
– – ﹤0.01% 586
2014
Q1 		$4K Hold
95
– – ﹤0.01% 587
2013
Q4 		$4K Hold
95
– – ﹤0.01% 559
2013
Q3 		$5K Sell
95
-80
-46% -$3.56K ﹤0.01% 522
2013
Q2 		$8K Buy
+175
New +$9.09K ﹤0.01% 546

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EWZ Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2014, closing a stake of 95 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EWZ in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q2 2013. 266 funds tracked by Wall St. Rank hold EWZ as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 95 iShares MSCI Brazil ETF shares in Q3 2014, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Brazil ETF position peaked at $8K in Q2 2013.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.