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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,350
Closed -$64K – 690
2018
Q1 		$64K Buy
+1,350
New +$66.3K ﹤0.01% 414
2015
Q1 		– Sell
-500
Closed -$21K – 626
2014
Q4 		$21K Buy
+500
New +$19.8K ﹤0.01% 495

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares China Large-Cap ETF (FXI) in Q2 2018, closing a stake of 1,350 shares — an estimated $64K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FXI in Q4 2014 and held it in 2 quarters. The position peaked at $64K in Q1 2018. 257 funds tracked by Wall St. Rank hold FXI as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares China Large-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,350 iShares China Large-Cap ETF shares in Q2 2018, an estimated $64K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares China Large-Cap ETF position peaked at $64K in Q1 2018.
  • 257 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2018.

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