AIM
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Acrospire Investment Management’s Energy Transfer Partners ET Stock Holding History

Acrospire Investment Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,689
Closed -$48K – 480
2017
Q2 		$48K Buy
2,689
+1,700
+172% +$30.2K 0.05% 895
2017
Q1 		$20K Buy
+989
New +$18.6K 0.02% 1625

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Acrospire Investment Management's ET Position: Q3 2017 in Review

Acrospire Investment Management sold out of Energy Transfer Partners (ET) in Q3 2017, closing a stake of 2,689 shares — an estimated $48K sold.

Acrospire Investment Management first reported a position in ET in Q1 2017 and held it in 2 quarters. The position peaked at $48K in Q2 2017. 365 funds tracked by Wall St. Rank hold ET as of Q3 2017.

  • Acrospire Investment Management reported no remaining Energy Transfer Partners position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,689 Energy Transfer Partners shares in Q3 2017, an estimated $48K.
  • Acrospire Investment Management first reported a position in Energy Transfer Partners in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's Energy Transfer Partners position peaked at $48K in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.