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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-179
Closed -$19K – 626
2020
Q1 		$19K Buy
+179
New +$22.1K ﹤0.01% 469

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MTUM Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 179 shares — an estimated $19K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MTUM in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 179 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $19K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $19K in Q1 2020.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.