Loring Wolcott & Coolidge Fiduciary Advisors’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,950	Closed	-$76K	–	616
2020 Q1	$76K	Hold	4,950	–	–	﹤0.01%	326
2019 Q4	$159K	Hold	4,950	–	–	﹤0.01%	293
2019 Q3	$157K	Hold	4,950	–	–	﹤0.01%	287
2019 Q2	$170K	Hold	4,950	–	–	﹤0.01%	278
2019 Q1	$178K	Hold	4,950	–	–	﹤0.01%	267
2018 Q4	$154K	Hold	4,950	–	–	﹤0.01%	277
2018 Q3	$208K	Hold	4,950	–	–	﹤0.01%	266
2018 Q2	$208K	Hold	4,950	–	–	﹤0.01%	272
2018 Q1	$183K	Hold	4,950	–	–	﹤0.01%	283
2017 Q4	$196K	Hold	4,950	–	–	﹤0.01%	288
2017 Q3	$185K	Hold	4,950	–	–	﹤0.01%	288
2017 Q2	$180K	Hold	4,950	–	–	﹤0.01%	283
2017 Q1	$191K	Hold	4,950	–	–	﹤0.01%	278
2016 Q4	$206K	Hold	4,950	–	–	﹤0.01%	264
2016 Q3	$193K	Hold	4,950	–	–	﹤0.01%	263
2016 Q2	$190K	Hold	4,950	–	–	﹤0.01%	260
2016 Q1	$172K	Hold	4,950	–	–	﹤0.01%	258
2015 Q4	$168K	Hold	4,950	–	–	﹤0.01%	279
2015 Q3	$210K	Hold	4,950	–	–	0.01%	266
2015 Q2	$210K	Hold	4,950	–	–	0.01%	266
2015 Q1	$216K	Hold	4,950	–	–	0.01%	275
2014 Q4	$222K	Hold	4,950	–	–	0.01%	264
2014 Q3	$255K	Hold	4,950	–	–	0.01%	240
2014 Q2	$281K	Hold	4,950	–	–	0.01%	237
2014 Q1	$252K	Sell	4,950 -1,725	-26%	-$84.8K	0.01%	245
2013 Q4	$337K	Hold	6,675	–	–	0.01%	218
2013 Q3	$314K	Hold	6,675	–	–	0.01%	213
2013 Q2	$297K	Buy	+6,675	New	+$301K	0.01%	227

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IYE Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares US Energy ETF (IYE) in Q2 2020, closing a stake of 4,950 shares — an estimated $76K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IYE in Q2 2013 and held it in 28 quarters. The position peaked at $337K in Q4 2013. 160 funds tracked by Wall St. Rank hold IYE as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares US Energy ETF position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,950 iShares US Energy ETF shares in Q2 2020, an estimated $76K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares US Energy ETF position peaked at $337K in Q4 2013.
160 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.