LWCFA
RJI

Loring Wolcott & Coolidge Fiduciary Advisors’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RJI Stock Details RJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-10,989
Closed -$94K – 644
2014
Q1 		$94K Buy
+10,989
New +$91.2K ﹤0.01% 350

Other funds holding RJI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RJI Position: Q2 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q2 2014, closing a stake of 10,989 shares — an estimated $94K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RJI in Q1 2014 and held it in 1 quarter. The position peaked at $94K in Q1 2014. 57 funds tracked by Wall St. Rank hold RJI as of Q2 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q2 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10,989 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q2 2014, an estimated $94K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q1 2014 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $94K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q2 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.