Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-47	Closed	-$7K	–	641
2016 Q2	$7K	Hold	47	–	–	﹤0.01%	570
2016 Q1	$6K	Hold	47	–	–	﹤0.01%	568
2015 Q4	$6K	Hold	47	–	–	﹤0.01%	589
2015 Q3	$6K	Hold	47	–	–	﹤0.01%	577
2015 Q2	$6K	Buy	+47	New	+$5.97K	﹤0.01%	577

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's VDC Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2016, closing a stake of 47 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VDC in Q2 2015 and held it in 5 quarters. The position peaked at $7K in Q2 2016. 202 funds tracked by Wall St. Rank hold VDC as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 47 Vanguard Consumer Staples ETF shares in Q3 2016, an estimated $7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2015 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Consumer Staples ETF position peaked at $7K in Q2 2016.
202 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.