LWCFA
WPS

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-9,000
Closed -$343K – 633
2015
Q1 		$343K Buy
+9,000
New +$341K 0.01% 238

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CL
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Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WPS Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares International Developed Property ETF (WPS) in Q2 2015, closing a stake of 9,000 shares — an estimated $343K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPS in Q1 2015 and held it in 1 quarter. The position peaked at $343K in Q1 2015. 40 funds tracked by Wall St. Rank hold WPS as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares International Developed Property ETF position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 9,000 iShares International Developed Property ETF shares in Q2 2015, an estimated $343K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares International Developed Property ETF in Q1 2015 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares International Developed Property ETF position peaked at $343K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.