Ancora Family Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$292K	Hold	17,380	–	–	0.1%	168
2016 Q2	$250K	Sell	17,380 -2,400	-12%	-$28.6K	0.09%	163
2016 Q1	$141K	Sell	19,780 -400	-2%	-$3.14K	0.06%	174
2015 Q4	$277K	Sell	20,180 -4,750	-19%	-$88.8K	0.12%	149
2015 Q3	$519K	Buy	+24,930	New	+$704K	0.22%	116

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Ancora Family Wealth Advisors's ET Position: Q3 2016 in Review

Ancora Family Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q3 2016 at 17,380 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #168.

Ancora Family Wealth Advisors first reported a position in ET in Q3 2015 and has held it in 5 quarters since. The position peaked at $519K in Q3 2015. 345 funds tracked by Wall St. Rank hold ET as of Q3 2016.

Ancora Family Wealth Advisors held 17,380 shares of Energy Transfer Partners worth $292K as of Q3 2016.
Ancora Family Wealth Advisors left its Energy Transfer Partners share count unchanged in Q3 2016.
Energy Transfer Partners made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #168 holding.
Ancora Family Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Energy Transfer Partners position peaked at $519K in Q3 2015.
345 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.