CFA
ET icon

Camarda Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Camarda Financial 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
Q4 		– Sell
-100
Closed -$2K – 265
2016
Q3 		$2K Hold
100
– – ﹤0.01% 201
2016
Q2 		$1K Hold
100
– – ﹤0.01% 250
2016
Q1 		$1K Hold
100
– – ﹤0.01% 246
2015
Q4 		$1K Hold
100
– – ﹤0.01% 225
2015
Q3 		$2K Sell
100
-5,504
-98% -$155K ﹤0.01% 159
2015
Q2 		$180K Sell
5,604
-6,382
-53% -$214K 0.1% 76
2015
Q1 		$380K Buy
11,986
+544
+5% +$16.1K 0.21% 69
2014
Q4 		$328K Buy
11,442
+2,136
+23% +$61.5K 0.21% 72
2014
Q3 		$287K Sell
9,306
-4,866
-34% -$143K 0.2% 69
2014
Q2 		$418K Buy
14,172
+8,230
+139% +$208K 0.29% 57
2014
Q1 		$139K Sell
5,942
-562
-9% -$12.1K 0.11% 83
2013
Q4 		$133K Sell
6,504
-1,804
-22% -$32.5K 0.11% 64
2013
Q3 		$137K Buy
8,308
+2,592
+45% +$41.2K 0.18% 46
2013
Q2 		$85K Buy
+5,716
New +$83.5K 0.08% 85

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Camarda Financial Advisors's ET Position: Q4 2016 in Review

Camarda Financial Advisors sold out of Energy Transfer Partners (ET) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Camarda Financial Advisors first reported a position in ET in Q2 2013 and held it in 14 quarters. The position peaked at $418K in Q2 2014. 343 funds tracked by Wall St. Rank hold ET as of Q4 2016.

  • Camarda Financial Advisors reported no remaining Energy Transfer Partners position as of Q4 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 100 Energy Transfer Partners shares in Q4 2016, an estimated $2K.
  • Camarda Financial Advisors first reported a position in Energy Transfer Partners in Q2 2013 and held it in 14 quarters.
  • Camarda Financial Advisors's Energy Transfer Partners position peaked at $418K in Q2 2014.
  • 343 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2016.

Based on Camarda Financial Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.