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

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-750
Closed -$49K – 706
2019
Q3 		$49K Buy
+750
New +$47.9K ﹤0.01% 410

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RPV Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q4 2019, closing a stake of 750 shares — an estimated $49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RPV in Q3 2019 and held it in 1 quarter. The position peaked at $49K in Q3 2019. 142 funds tracked by Wall St. Rank hold RPV as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 750 Invesco S&P 500 Pure Value ETF shares in Q4 2019, an estimated $49K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P 500 Pure Value ETF position peaked at $49K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.