Loring Wolcott & Coolidge Fiduciary Advisors’s Energy Transfer Partners ET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,413	Closed	-$48K	–	603
2020 Q1	$48K	Hold	10,413	–	–	﹤0.01%	378
2019 Q4	$134K	Sell	10,413 -12,000	-54%	-$148K	﹤0.01%	309
2019 Q3	$293K	Buy	22,413 +12,000	+115%	+$167K	﹤0.01%	226
2019 Q2	$147K	Hold	10,413	–	–	﹤0.01%	290
2019 Q1	$160K	Hold	10,413	–	–	﹤0.01%	275
2018 Q4	$138K	Buy	10,413 +4,013	+63%	+$60.9K	﹤0.01%	286
2018 Q3	$112K	Hold	6,400	–	–	﹤0.01%	339
2018 Q2	$110K	Hold	6,400	–	–	﹤0.01%	343
2018 Q1	$91K	Hold	6,400	–	–	﹤0.01%	380
2017 Q4	$110K	Hold	6,400	–	–	﹤0.01%	355
2017 Q3	$111K	Hold	6,400	–	–	﹤0.01%	343
2017 Q2	$113K	Hold	6,400	–	–	﹤0.01%	341
2017 Q1	$126K	Hold	6,400	–	–	﹤0.01%	322
2016 Q4	$124K	Hold	6,400	–	–	﹤0.01%	316
2016 Q3	$107K	Hold	6,400	–	–	﹤0.01%	325
2016 Q2	$92K	Hold	6,400	–	–	﹤0.01%	331
2016 Q1	$46K	Hold	6,400	–	–	﹤0.01%	403
2015 Q4	$88K	Buy	6,400 +3,200	+100%	+$59.8K	﹤0.01%	352
2015 Q3	$205K	Sell	3,200 -3,200	-50%	-$90.3K	0.01%	268
2015 Q2	$205K	Hold	6,400	–	–	0.01%	268
2015 Q1	$203K	Hold	6,400	–	–	0.01%	281
2014 Q4	$184K	Hold	6,400	–	–	﹤0.01%	286
2014 Q3	$197K	Hold	6,400	–	–	0.01%	270
2014 Q2	$189K	Hold	6,400	–	–	0.01%	281
2014 Q1	$150K	Hold	6,400	–	–	﹤0.01%	295
2013 Q4	$131K	Hold	6,400	–	–	﹤0.01%	295
2013 Q3	$105K	Hold	6,400	–	–	﹤0.01%	304
2013 Q2	$96K	Buy	+6,400	New	+$93.5K	﹤0.01%	326

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 10,413 shares — an estimated $48K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ET in Q2 2013 and held it in 28 quarters. The position peaked at $293K in Q3 2019. 771 funds tracked by Wall St. Rank hold ET as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 10,413 Energy Transfer Partners shares in Q2 2020, an estimated $48K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Energy Transfer Partners in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Energy Transfer Partners position peaked at $293K in Q3 2019.
771 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

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