LWCFA
RGP

Loring Wolcott & Coolidge Fiduciary Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,880
Closed -$66K – 644
2015
Q1 		$66K Hold
2,880
– – ﹤0.01% 405
2014
Q4 		$69K Sell
2,880
-520
-15% -$14.7K ﹤0.01% 395
2014
Q3 		$111K Hold
3,400
– – ﹤0.01% 334
2014
Q2 		$110K Hold
3,400
– – ﹤0.01% 347
2014
Q1 		$93K Buy
3,400
+1,000
+42% +$26.7K ﹤0.01% 351
2013
Q4 		$63K Hold
2,400
– – ﹤0.01% 375
2013
Q3 		$69K Hold
2,400
– – ﹤0.01% 348
2013
Q2 		$65K Buy
+2,400
New +$62.4K ﹤0.01% 367

Other funds holding RGP

MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 2,880 shares — an estimated $66K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RGP in Q2 2013 and held it in 8 quarters. The position peaked at $111K in Q3 2014. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,880 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $66K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q2 2013 and held it in 8 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $111K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q2 2015.

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