Capital Guardian Trust’s Energy Transfer Partners ET Stock Holding History

Capital Guardian Trust’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
2017 Q2	–	Sell	-5,104	Closed	-$101K	–	312
2017 Q1	$101K	Sell	5,104 -17,600	-78%	-$332K	﹤0.01%	382
2016 Q4	$438K	Hold	22,704	–	–	﹤0.01%	286
2016 Q3	$381K	Buy	22,704 +17,600	+345%	+$297K	﹤0.01%	289
2016 Q2	$73K	Hold	5,104	–	–	﹤0.01%	409
2016 Q1	$36K	Sell	5,104 -5,612	-52%	-$44K	﹤0.01%	456
2015 Q4	$147K	Hold	10,716	–	–	﹤0.01%	364
2015 Q3	$223K	Buy	10,716 +1,600	+18%	+$45.2K	﹤0.01%	318
2015 Q2	$292K	Hold	9,116	–	–	﹤0.01%	315
2015 Q1	$289K	Buy	9,116 +5,104	+127%	+$151K	﹤0.01%	314
2014 Q4	$115K	Sell	4,012 -796	-17%	-$22.9K	﹤0.01%	352
2014 Q3	$148K	Buy	4,808 +796	+20%	+$23.4K	﹤0.01%	334
2014 Q2	$118K	Buy	+4,012	New	+$101K	﹤0.01%	334

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Capital Guardian Trust's ET Position: Q2 2017 in Review

Capital Guardian Trust sold out of Energy Transfer Partners (ET) in Q2 2017, closing a stake of 5,104 shares — an estimated $101K sold.

Capital Guardian Trust first reported a position in ET in Q2 2014 and held it in 12 quarters. The position peaked at $438K in Q4 2016. 359 funds tracked by Wall St. Rank hold ET as of Q2 2017.

Capital Guardian Trust reported no remaining Energy Transfer Partners position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 5,104 Energy Transfer Partners shares in Q2 2017, an estimated $101K.
Capital Guardian Trust first reported a position in Energy Transfer Partners in Q2 2014 and held it in 12 quarters.
Capital Guardian Trust's Energy Transfer Partners position peaked at $438K in Q4 2016.
359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.