BA
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Boston Advisors’s Energy Transfer Partners ET Stock Holding History

Boston 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
Q1 		– Sell
-48,800
Closed -$671K – 660
2015
Q4 		$671K Hold
48,800
– – 0.02% 396
2015
Q3 		$1.02M Hold
48,800
– – 0.04% 375
2015
Q2 		$1.57M Sell
48,800
-200
-0.4% -$6.7K 0.07% 237
2015
Q1 		$1.55M Sell
49,000
-1,100
-2% -$32.6K 0.06% 235
2014
Q4 		$1.44M Buy
50,100
+2,600
+5% +$74.9K 0.06% 229
2014
Q3 		$1.47M Sell
47,500
-300
-0.6% -$8.81K 0.06% 235
2014
Q2 		$1.41M Sell
47,800
-5,200
-10% -$132K 0.06% 244
2014
Q1 		$1.24M Buy
53,000
+1,000
+2% +$21.6K 0.06% 253
2013
Q4 		$1.06M Sell
52,000
-800
-2% -$14.4K 0.05% 263
2013
Q3 		$868K Hold
52,800
– – 0.05% 270
2013
Q2 		$790K Buy
+52,800
New +$771K 0.04% 270

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TCA
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IG
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O
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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