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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,500
Closed -$50K – 639
2020
Q1 		$50K Hold
2,500
– – ﹤0.01% 374
2019
Q4 		$63K Hold
2,500
– – ﹤0.01% 395
2019
Q3 		$59K Buy
+2,500
New +$59.7K ﹤0.01% 393

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2020, closing a stake of 2,500 shares — an estimated $50K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RPG in Q3 2019 and held it in 3 quarters. The position peaked at $63K in Q4 2019. 191 funds tracked by Wall St. Rank hold RPG as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,500 Invesco S&P 500 Pure Growth ETF shares in Q2 2020, an estimated $50K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2019 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $63K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2020.

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