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Bush ODonnell Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Bush ODonnell Investment 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
2018
Q1 		– Sell
-28,490
Closed -$492K – 29
2017
Q4 		$492K Sell
28,490
-7,880
-22% -$134K 0.4% 28
2017
Q3 		$632K Sell
36,370
-2,392
-6% -$41.8K 0.48% 28
2017
Q2 		$696K Hold
38,762
– – 0.43% 29
2017
Q1 		$765K Hold
38,762
– – 0.48% 31
2016
Q4 		$748K Hold
38,762
– – 0.5% 32
2016
Q3 		$651K Hold
38,762
– – 0.43% 33
2016
Q2 		$557K Hold
38,762
– – 0.37% 35
2016
Q1 		$276K Buy
38,762
+4,785
+14% +$37.6K 0.19% 42
2015
Q4 		$467K Buy
33,977
+6,580
+24% +$123K 0.32% 32
2015
Q3 		$570K Buy
27,397
+3,645
+15% +$103K 0.4% 24
2015
Q2 		$762K Hold
23,752
– – 0.47% 22
2015
Q1 		$752K Buy
23,752
+1,000
+4% +$29.6K 0.45% 22
2014
Q4 		$653K Hold
22,752
– – 0.35% 23
2014
Q3 		$702K Sell
22,752
-10,700
-32% -$314K 0.41% 24
2014
Q2 		$986K Sell
33,452
-5,280
-14% -$134K 0.55% 24
2014
Q1 		$905K Buy
38,732
+2,800
+8% +$60.5K 0.46% 28
2013
Q4 		$734K Sell
35,932
-7,400
-17% -$133K 0.39% 30
2013
Q3 		$713K Sell
43,332
-6,680
-13% -$106K 0.34% 31
2013
Q2 		$748K Buy
+50,012
New +$730K 0.37% 32

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bush ODonnell Investment Advisors's ET Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Energy Transfer Partners (ET) in Q1 2018, closing a stake of 28,490 shares — an estimated $492K sold.

Bush ODonnell Investment Advisors first reported a position in ET in Q2 2013 and held it in 19 quarters. The position peaked at $986K in Q2 2014. 393 funds tracked by Wall St. Rank hold ET as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Energy Transfer Partners position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 28,490 Energy Transfer Partners shares in Q1 2018, an estimated $492K.
  • Bush ODonnell Investment Advisors first reported a position in Energy Transfer Partners in Q2 2013 and held it in 19 quarters.
  • Bush ODonnell Investment Advisors's Energy Transfer Partners position peaked at $986K in Q2 2014.
  • 393 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.