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Loring Wolcott & Coolidge Fiduciary Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-375
Closed -$7K – 717
2018
Q1 		$7K Buy
+375
New +$7.38K ﹤0.01% 604

Other funds holding PALL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PALL Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2018, closing a stake of 375 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PALL in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 37 funds tracked by Wall St. Rank hold PALL as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 375 abrdn Physical Palladium Shares ETF shares in Q2 2018, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's abrdn Physical Palladium Shares ETF position peaked at $7K in Q1 2018.
  • 37 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2018.

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