Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-200	Closed	-$8K	–	625
2016 Q2	$8K	Buy	+200	New	+$7.9K	﹤0.01%	561
2014 Q4	–	Sell	-1,500	Closed	-$57K	–	631
2014 Q3	$57K	Hold	1,500	–	–	﹤0.01%	397
2014 Q2	$60K	Buy	+1,500	New	+$59K	﹤0.01%	414

Other funds holding KRE

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2016, closing a stake of 200 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KRE in Q2 2014 and held it in 3 quarters. The position peaked at $60K in Q2 2014. 223 funds tracked by Wall St. Rank hold KRE as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 State Street SPDR S&P Regional Banking ETF shares in Q3 2016, an estimated $8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2014 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $60K in Q2 2014.
223 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2016.

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