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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-804
Closed -$32K – 705
2018
Q1 		$32K Buy
+804
New +$33.3K ﹤0.01% 487

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IYK Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2018, closing a stake of 804 shares — an estimated $32K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IYK in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 98 funds tracked by Wall St. Rank hold IYK as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 804 iShares US Consumer Staples ETF shares in Q2 2018, an estimated $32K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares US Consumer Staples ETF position peaked at $32K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.