Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-295	Closed	-$35K	–	711
2018 Q1	$35K	Buy	+295	New	+$34.9K	﹤0.01%	478
2017 Q4	–	Sell	-300	Closed	-$36K	–	820
2017 Q3	$36K	Sell	300 -175	-37%	-$21.1K	﹤0.01%	455
2017 Q2	$58K	Hold	475	–	–	﹤0.01%	406
2017 Q1	$56K	Hold	475	–	–	﹤0.01%	400
2016 Q4	$56K	Sell	475 -200	-30%	-$23.8K	﹤0.01%	383
2016 Q3	$83K	Hold	675	–	–	﹤0.01%	352
2016 Q2	$83K	Sell	675 -40	-6%	-$4.8K	﹤0.01%	341
2016 Q1	$85K	Hold	715	–	–	﹤0.01%	329
2015 Q4	$82K	Sell	715 -197	-22%	-$22.8K	﹤0.01%	360
2015 Q3	$106K	Hold	912	–	–	﹤0.01%	348
2015 Q2	$106K	Hold	912	–	–	﹤0.01%	348
2015 Q1	$111K	Hold	912	–	–	﹤0.01%	354
2014 Q4	$109K	Buy	+912	New	+$109K	﹤0.01%	350

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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 LQD Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 295 shares — an estimated $35K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LQD in Q4 2014 and held it in 13 quarters. The position peaked at $111K in Q1 2015. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 295 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $35K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $111K in Q1 2015.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

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