Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,170	Closed	-$149K	–	730
2019 Q2	$149K	Buy	+4,170	New	+$148K	﹤0.01%	288

Other funds holding SPEM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SPEM Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2019, closing a stake of 4,170 shares — an estimated $149K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPEM in Q2 2019 and held it in 1 quarter. The position peaked at $149K in Q2 2019. 337 funds tracked by Wall St. Rank hold SPEM as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,170 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2019, an estimated $149K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $149K in Q2 2019.
337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.