Loring Wolcott & Coolidge Fiduciary Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FDN Stock Details FDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-870	Closed	-$105K	–	688
2018 Q1	$105K	Buy	+870	New	+$105K	﹤0.01%	358

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2018, closing a stake of 870 shares — an estimated $105K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FDN in Q1 2018 and held it in 1 quarter. The position peaked at $105K in Q1 2018. 317 funds tracked by Wall St. Rank hold FDN as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 870 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2018, an estimated $105K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $105K in Q1 2018.
317 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2018.

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