LWCFA
ETP

Loring Wolcott & Coolidge Fiduciary Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ETP Stock Details ETP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,090
Closed -$76K – 681
2017
Q1 		$76K Hold
2,090
– – ﹤0.01% 381
2016
Q4 		$75K Hold
2,090
– – ﹤0.01% 360
2016
Q3 		$77K Hold
2,090
– – ﹤0.01% 357
2016
Q2 		$80K Sell
2,090
-1,000
-32% -$35.8K ﹤0.01% 345
2016
Q1 		$100K Sell
3,090
-88
-3% -$2.45K ﹤0.01% 315
2015
Q4 		$107K Sell
3,178
-110
-3% -$4.32K ﹤0.01% 338
2015
Q3 		$172K Hold
3,288
– – ﹤0.01% 293
2015
Q2 		$172K Buy
3,288
+1,188
+57% +$66.3K ﹤0.01% 293
2015
Q1 		$117K Hold
2,100
– – ﹤0.01% 349
2014
Q4 		$137K Hold
2,100
– – ﹤0.01% 321
2014
Q3 		$134K Hold
2,100
– – ﹤0.01% 314
2014
Q2 		$122K Hold
2,100
– – ﹤0.01% 337
2014
Q1 		$113K Hold
2,100
– – ﹤0.01% 327
2013
Q4 		$120K Hold
2,100
– – ﹤0.01% 310
2013
Q3 		$109K Hold
2,100
– – ﹤0.01% 302
2013
Q2 		$106K Buy
+2,100
New +$104K ﹤0.01% 317

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ETP Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 2,090 shares — an estimated $76K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $172K in Q3 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,090 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $76K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Energy Transfer Partners L.p. position peaked at $172K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.