Loring Wolcott & Coolidge Fiduciary Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,258	Closed	-$128K	–	753
2021 Q3	$128K	Buy	+1,258	New	+$128K	﹤0.01%	357
2021 Q1	–	Sell	-1,500	Closed	-$153K	–	544
2020 Q4	$153K	Hold	1,500	–	–	﹤0.01%	302
2020 Q3	$153K	Hold	1,500	–	–	﹤0.01%	281
2020 Q2	$153K	Hold	1,500	–	–	﹤0.01%	268
2020 Q1	$148K	Hold	1,500	–	–	﹤0.01%	260
2019 Q4	$152K	Hold	1,500	–	–	﹤0.01%	296
2019 Q3	$153K	Hold	1,500	–	–	﹤0.01%	291
2019 Q2	$153K	Hold	1,500	–	–	﹤0.01%	287
2019 Q1	$152K	Hold	1,500	–	–	﹤0.01%	278
2018 Q4	$151K	Hold	1,500	–	–	﹤0.01%	278
2018 Q3	$152K	Hold	1,500	–	–	﹤0.01%	289
2018 Q2	$152K	Hold	1,500	–	–	﹤0.01%	299
2018 Q1	$152K	Hold	1,500	–	–	﹤0.01%	305
2017 Q4	$152K	Hold	1,500	–	–	﹤0.01%	309
2017 Q3	$153K	Hold	1,500	–	–	﹤0.01%	305
2017 Q2	$153K	Hold	1,500	–	–	﹤0.01%	302
2017 Q1	$152K	Buy	+1,500	New	+$152K	﹤0.01%	301
2015 Q1	–	Sell	-335	Closed	-$34K	–	632
2014 Q4	$34K	Buy	+335	New	+$33.9K	﹤0.01%	471

Other funds holding MINT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's MINT Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2021, closing a stake of 1,258 shares — an estimated $128K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MINT in Q4 2014 and held it in 18 quarters. The position peaked at $153K in Q4 2020. 679 funds tracked by Wall St. Rank hold MINT as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,258 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2021, an estimated $128K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2014 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $153K in Q4 2020.
679 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.