LPL Financial
ECT

LPL Financial’s ECA Marcellus Trust 1 Interest ECT Stock Holding History

LPL Financial’s Portfolio ECT Stock Details ECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,050
Closed -$17K – 3238
2015
Q4 		$17K Buy
+11,050
New +$19.1K ﹤0.01% 3115
2014
Q4 		– Sell
-11,610
Closed -$63K – 2821
2014
Q3 		$63K Buy
+11,610
New +$77.9K ﹤0.01% 2630

Other funds holding ECT

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial's ECT Position: Q1 2016 in Review

LPL Financial sold out of ECA Marcellus Trust 1 Interest (ECT) in Q1 2016, closing a stake of 11,050 shares — an estimated $17K sold.

LPL Financial first reported a position in ECT in Q3 2014 and held it in 2 quarters. The position peaked at $63K in Q3 2014. 22 funds tracked by Wall St. Rank hold ECT as of Q1 2016.

  • LPL Financial reported no remaining ECA Marcellus Trust 1 Interest position as of Q1 2016 after selling out during the quarter.
  • LPL Financial sold 11,050 ECA Marcellus Trust 1 Interest shares in Q1 2016, an estimated $17K.
  • LPL Financial first reported a position in ECA Marcellus Trust 1 Interest in Q3 2014 and held it in 2 quarters.
  • LPL Financial's ECA Marcellus Trust 1 Interest position peaked at $63K in Q3 2014.
  • 22 funds tracked by Wall St. Rank held ECA Marcellus Trust 1 Interest as of Q1 2016.

Based on LPL Financial's 13F filing for Q1 2016, filed 16 May 2016.