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Loring Wolcott & Coolidge Fiduciary Advisors’s iQIYI IQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-235
Closed -$5K – 703
2019
Q2 		$5K Hold
235
– – ﹤0.01% 612
2019
Q1 		$6K Hold
235
– – ﹤0.01% 585
2018
Q4 		$3K Hold
235
– – ﹤0.01% 615
2018
Q3 		$6K Hold
235
– – ﹤0.01% 559
2018
Q2 		$8K Buy
+235
New +$5.72K ﹤0.01% 558

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IQ Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iQIYI (IQ) in Q3 2019, closing a stake of 235 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IQ in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q2 2018. 224 funds tracked by Wall St. Rank hold IQ as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iQIYI position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 235 iQIYI shares in Q3 2019, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iQIYI in Q2 2018 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iQIYI position peaked at $8K in Q2 2018.
  • 224 funds tracked by Wall St. Rank held iQIYI as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.