Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-72	Closed	-$4K	–	623
2016 Q2	$4K	Hold	72	–	–	﹤0.01%	602
2016 Q1	$3K	Hold	72	–	–	﹤0.01%	594
2015 Q4	$4K	Hold	72	–	–	﹤0.01%	608
2015 Q3	$4K	Hold	72	–	–	﹤0.01%	586
2015 Q2	$4K	Buy	+72	New	+$3.96K	﹤0.01%	586

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IXJ Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q3 2016, closing a stake of 72 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IXJ in Q2 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2016. 141 funds tracked by Wall St. Rank hold IXJ as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Global Healthcare ETF position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 72 iShares Global Healthcare ETF shares in Q3 2016, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Global Healthcare ETF in Q2 2015 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Global Healthcare ETF position peaked at $4K in Q2 2016.
141 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.