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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-626
Closed -$19K – 682
2019
Q3 		$19K Buy
+626
New +$19.2K ﹤0.01% 522

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MFG
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Ameriprise
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FLRN Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2019, closing a stake of 626 shares — an estimated $19K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FLRN in Q3 2019 and held it in 1 quarter. The position peaked at $19K in Q3 2019. 305 funds tracked by Wall St. Rank hold FLRN as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 626 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2019, an estimated $19K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $19K in Q3 2019.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.