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Loring Wolcott & Coolidge Fiduciary Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-57
Closed -$1K – 628
2015
Q4 		$1K Buy
+57
New +$1.32K ﹤0.01% 634

Other funds holding FV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FV Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2016, closing a stake of 57 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FV in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 125 funds tracked by Wall St. Rank hold FV as of Q1 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 57 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2016, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2015 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $1K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.