Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-500	Closed	-$12K	–	646
2016 Q2	$12K	Buy	+500	New	+$11.6K	﹤0.01%	533

Other funds holding XLB

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2016, closing a stake of 500 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLB in Q2 2016 and held it in 1 quarter. The position peaked at $12K in Q2 2016. 345 funds tracked by Wall St. Rank hold XLB as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 500 State Street Materials Select Sector SPDR ETF shares in Q3 2016, an estimated $12K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2016 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Materials Select Sector SPDR ETF position peaked at $12K in Q2 2016.
345 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2016.

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