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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,290
Closed -$68K – 642
2020
Q1 		$68K Buy
+2,290
New +$88.4K ﹤0.01% 339

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2020, closing a stake of 2,290 shares — an estimated $68K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SMLF in Q1 2020 and held it in 1 quarter. The position peaked at $68K in Q1 2020. 59 funds tracked by Wall St. Rank hold SMLF as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,290 iShares US Small Cap Equity Factor ETF shares in Q2 2020, an estimated $68K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares US Small Cap Equity Factor ETF position peaked at $68K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2020.

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