Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-600	Closed	-$25K	–	736
2019 Q1	$25K	Hold	600	–	–	﹤0.01%	496
2018 Q4	$22K	Hold	600	–	–	﹤0.01%	508
2018 Q3	$28K	Hold	600	–	–	﹤0.01%	467
2018 Q2	$28K	Hold	600	–	–	﹤0.01%	476
2018 Q1	$29K	Hold	600	–	–	﹤0.01%	496
2017 Q4	$28K	Buy	+600	New	+$27.6K	﹤0.01%	484

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's KBE Position: Q2 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2019, closing a stake of 600 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KBE in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q1 2018. 199 funds tracked by Wall St. Rank hold KBE as of Q2 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 600 State Street SPDR S&P Bank ETF shares in Q2 2019, an estimated $25K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR S&P Bank ETF position peaked at $29K in Q1 2018.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.