Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,700	Closed	-$44K	–	643
2020 Q1	$44K	Buy	+1,700	New	+$55.7K	﹤0.01%	393

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2020, closing a stake of 1,700 shares — an estimated $44K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SMMV in Q1 2020 and held it in 1 quarter. The position peaked at $44K in Q1 2020. 101 funds tracked by Wall St. Rank hold SMMV as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,700 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2020, an estimated $44K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $44K in Q1 2020.
101 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2020.

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