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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-40
Closed -$2K – 728
2018
Q4 		$2K Buy
+40
New +$2.53K ﹤0.01% 632
2016
Q3 		– Sell
-100
Closed -$6K – 619
2016
Q2 		$6K Buy
+100
New +$5.6K ﹤0.01% 582

Other funds holding IEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IEO Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2019, closing a stake of 40 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEO in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 89 funds tracked by Wall St. Rank hold IEO as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 40 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2019, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2016 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $6K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.