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
2018
Q4 		– Sell
-3,135
Closed -$70K – 750
2018
Q3 		$70K Hold
3,135
– – ﹤0.01% 389
2018
Q2 		$60K Hold
3,135
– – ﹤0.01% 411
2018
Q1 		$51K Hold
3,135
– – ﹤0.01% 445
2017
Q4 		$56K Hold
3,135
– – ﹤0.01% 424
2017
Q3 		$57K Hold
3,135
– – ﹤0.01% 418
2017
Q2 		$65K Buy
+3,135
New +$69.9K ﹤0.01% 395

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ETP Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 3,135 shares — an estimated $70K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $70K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,135 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $70K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Energy Transfer Partners, L.P. position peaked at $70K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.