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Belmont Global Advisors’s Energy Transfer Partners ET Stock Holding History

Belmont Global 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
2015
Q3 		– Sell
-10,946
Closed -$351K – 62
2015
Q2 		$351K Sell
10,946
-53,204
-83% -$1.78M 0.39% 71
2015
Q1 		$2.03M Sell
64,150
-46,000
-42% -$1.36M 2.07% 12
2014
Q4 		$3.16M Sell
110,150
-102,450
-48% -$2.95M 3.12% 7
2014
Q3 		$6.56M Sell
212,600
-20,400
-9% -$599K 5.14% 2
2014
Q2 		$6.87M Buy
233,000
+60,600
+35% +$1.53M 4.95% 3
2014
Q1 		$4.03M Sell
172,400
-21,160
-11% -$457K 3.39% 5
2013
Q4 		$3.96M Buy
+193,560
New +$3.48M 3.19% 6

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Belmont Global Advisors's ET Position: Q3 2015 in Review

Belmont Global Advisors sold out of Energy Transfer Partners (ET) in Q3 2015, closing a stake of 10,946 shares — an estimated $351K sold.

Belmont Global Advisors first reported a position in ET in Q4 2013 and held it in 7 quarters. The position peaked at $6.87M in Q2 2014. 366 funds tracked by Wall St. Rank hold ET as of Q3 2015.

  • Belmont Global Advisors reported no remaining Energy Transfer Partners position as of Q3 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 10,946 Energy Transfer Partners shares in Q3 2015, an estimated $351K.
  • Belmont Global Advisors first reported a position in Energy Transfer Partners in Q4 2013 and held it in 7 quarters.
  • Belmont Global Advisors's Energy Transfer Partners position peaked at $6.87M in Q2 2014.
  • 366 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2015.

Based on Belmont Global Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.