AIM
ET icon

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

Arcadia 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
2016
Q4 		– Sell
-96
Closed -$2K – 323
2016
Q3 		$2K Hold
96
– – ﹤0.01% 325
2016
Q2 		$1K Hold
96
– – ﹤0.01% 470
2016
Q1 		$1K Buy
+96
New +$753 ﹤0.01% 288

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arcadia Investment Management's ET Position: Q4 2016 in Review

Arcadia Investment Management sold out of Energy Transfer Partners (ET) in Q4 2016, closing a stake of 96 shares — an estimated $2K sold.

Arcadia Investment Management first reported a position in ET in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 343 funds tracked by Wall St. Rank hold ET as of Q4 2016.

  • Arcadia Investment Management reported no remaining Energy Transfer Partners position as of Q4 2016 after selling out during the quarter.
  • Arcadia Investment Management sold 96 Energy Transfer Partners shares in Q4 2016, an estimated $2K.
  • Arcadia Investment Management first reported a position in Energy Transfer Partners in Q1 2016 and held it in 3 quarters.
  • Arcadia Investment Management's Energy Transfer Partners position peaked at $2K in Q3 2016.
  • 343 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2016.

Based on Arcadia Investment Management's 13F filing for Q4 2016, filed 2 Feb 2017.