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

Barton 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
Q1 		– Sell
-9,200
Closed -$126K – 66
2015
Q4 		$126K Sell
9,200
-22,800
-71% -$426K 0.04% 52
2015
Q3 		$665K Hold
32,000
– – 0.24% 24
2015
Q2 		$1.03M Hold
32,000
– – 0.36% 23
2015
Q1 		$1.01M Hold
32,000
– – 0.37% 23
2014
Q4 		$918K Hold
32,000
– – 0.35% 24
2014
Q3 		$987K Sell
32,000
-10,800
-25% -$317K 0.38% 25
2014
Q2 		$1.26M Buy
42,800
+22,800
+114% +$577K 0.49% 23
2014
Q1 		$468K Hold
20,000
– – 0.19% 35
2013
Q4 		$409K Buy
+20,000
New +$360K 0.16% 41

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Barton Investment Management's ET Position: Q1 2016 in Review

Barton Investment Management sold out of Energy Transfer Partners (ET) in Q1 2016, closing a stake of 9,200 shares — an estimated $126K sold.

Barton Investment Management first reported a position in ET in Q4 2013 and held it in 9 quarters. The position peaked at $1.26M in Q2 2014. 341 funds tracked by Wall St. Rank hold ET as of Q1 2016.

  • Barton Investment Management reported no remaining Energy Transfer Partners position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 9,200 Energy Transfer Partners shares in Q1 2016, an estimated $126K.
  • Barton Investment Management first reported a position in Energy Transfer Partners in Q4 2013 and held it in 9 quarters.
  • Barton Investment Management's Energy Transfer Partners position peaked at $1.26M in Q2 2014.
  • 341 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.