AIM
ET icon

Advantage Investment Management’s Energy Transfer Partners ET Stock Holding History

Advantage 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
Q2 		– Sell
-1,074
Closed -$21K – 1086
2017
Q1 		$21K Buy
1,074
+21
+2% +$396 0.01% 533
2016
Q4 		$20K Sell
1,053
-73
-6% -$1.22K 0.01% 507
2016
Q3 		$19K Buy
+1,126
New +$19K 0.01% 507

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Advantage Investment Management's ET Position: Q2 2017 in Review

Advantage Investment Management sold out of Energy Transfer Partners (ET) in Q2 2017, closing a stake of 1,074 shares — an estimated $21K sold.

Advantage Investment Management first reported a position in ET in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q1 2017. 359 funds tracked by Wall St. Rank hold ET as of Q2 2017.

  • Advantage Investment Management reported no remaining Energy Transfer Partners position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 1,074 Energy Transfer Partners shares in Q2 2017, an estimated $21K.
  • Advantage Investment Management first reported a position in Energy Transfer Partners in Q3 2016 and held it in 3 quarters.
  • Advantage Investment Management's Energy Transfer Partners position peaked at $21K in Q1 2017.
  • 359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.