Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BOIA
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
New York
$761B AUM
31.28%
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
$9.6B AUM
19.53%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
O
OppenheimerFunds
New York
$80.4B AUM
15.1%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
CIBC Private Wealth Group
Atlanta, Georgia
$59.2B AUM
20.62%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close