Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,114	Closed	-$67K	–	704
2018 Q3	$67K	Hold	1,114	–	–	﹤0.01%	396
2018 Q2	$62K	Buy	+1,114	New	+$60.8K	﹤0.01%	406

Other funds holding FTEC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's FTEC Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2018, closing a stake of 1,114 shares — an estimated $67K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FTEC in Q2 2018 and held it in 2 quarters. The position peaked at $67K in Q3 2018. 139 funds tracked by Wall St. Rank hold FTEC as of Q4 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,114 Fidelity MSCI Information Technology Index ETF shares in Q4 2018, an estimated $67K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $67K in Q3 2018.
139 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.