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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-364
Closed -$31K – 693
2018
Q1 		$31K Buy
+364
New +$31.4K ﹤0.01% 490

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 364 shares — an estimated $31K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HYG in Q1 2018 and held it in 1 quarter. The position peaked at $31K in Q1 2018. 640 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 364 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $31K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $31K in Q1 2018.
  • 640 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

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