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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-356
Closed -$18K – 620
2016
Q4 		$18K Hold
356
– – ﹤0.01% 478
2016
Q3 		$19K Hold
356
– – ﹤0.01% 483
2016
Q2 		$19K Buy
+356
New +$18.3K ﹤0.01% 489

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ICF Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2017, closing a stake of 356 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ICF in Q2 2016 and held it in 3 quarters. The position peaked at $19K in Q3 2016. 289 funds tracked by Wall St. Rank hold ICF as of Q1 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 356 iShares Select U.S. REIT ETF shares in Q1 2017, an estimated $18K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2016 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Select U.S. REIT ETF position peaked at $19K in Q3 2016.
  • 289 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.