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Loring Wolcott & Coolidge Fiduciary Advisors’s ProShares Short S&P500 SH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,069
Closed -$183K – 628
2015
Q1 		$183K Buy
+1,069
New +$185K ﹤0.01% 290

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SH Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ProShares Short S&P500 (SH) in Q2 2015, closing a stake of 1,069 shares — an estimated $183K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SH in Q1 2015 and held it in 1 quarter. The position peaked at $183K in Q1 2015. 91 funds tracked by Wall St. Rank hold SH as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ProShares Short S&P500 position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,069 ProShares Short S&P500 shares in Q2 2015, an estimated $183K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ProShares Short S&P500 in Q1 2015 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ProShares Short S&P500 position peaked at $183K in Q1 2015.
  • 91 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.