Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,252	Closed	-$325K	–	648
2020 Q1	$325K	Buy	3,252 +662	+26%	+$66.5K	0.01%	204
2019 Q4	$261K	Buy	+2,590	New	+$260K	﹤0.01%	245

Other funds holding STIP

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RJFSA

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

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 3,252 shares — an estimated $325K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STIP in Q4 2019 and held it in 2 quarters. The position peaked at $325K in Q1 2020. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,252 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $325K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $325K in Q1 2020.
248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

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