Loring Wolcott & Coolidge Fiduciary Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-532	Closed	-$31K	–	615
2016 Q2	$31K	Sell	532 -230	-30%	-$13.3K	﹤0.01%	439
2016 Q1	$42K	Hold	762	–	–	﹤0.01%	416
2015 Q4	$46K	Buy	+762	New	+$45.5K	﹤0.01%	426

Other funds holding FXH

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FXH Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2016, closing a stake of 532 shares — an estimated $31K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FXH in Q4 2015 and held it in 3 quarters. The position peaked at $46K in Q4 2015. 133 funds tracked by Wall St. Rank hold FXH as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 532 First Trust Health Care AlphaDEX Fund shares in Q3 2016, an estimated $31K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's First Trust Health Care AlphaDEX Fund position peaked at $46K in Q4 2015.
133 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.