LWCFA
RGP
Loring Wolcott & Coolidge Fiduciary Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$12.5K | ﹤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% | +$27.4K | ﹤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 | +$65K | ﹤0.01% | 367 |
|