Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-4	Closed	–	–	647
2016 Q1	$0	Sell	4 -970	-100%	-$43.2K	﹤0.01%	645
2015 Q4	$45K	Buy	+974	New	+$48.4K	﹤0.01%	433

Other funds holding SLYV

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SLYV Position: Q2 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2016, closing a stake of 4 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SLYV in Q4 2015 and held it in 2 quarters. The position peaked at $45K in Q4 2015. 83 funds tracked by Wall St. Rank hold SLYV as of Q2 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2016.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $45K in Q4 2015.
83 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.