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Capital Wealth Planning’s Energy Transfer Partners ET Stock Holding History

Capital Wealth Planning’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
2015
Q2 		– Sell
-488,724
Closed -$15.5M – 127
2015
Q1 		$15.5M Hold
488,724
– – 8.07% 3
2014
Q4 		$14M Hold
488,724
– – 6.54% 4
2014
Q3 		$15.1M Hold
488,724
– – 6.11% 3
2014
Q2 		$14.4M Buy
+488,724
New +$12.4M 5.32% 3

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Wealth Planning's ET Position: Q2 2015 in Review

Capital Wealth Planning sold out of Energy Transfer Partners (ET) in Q2 2015, closing a stake of 488,724 shares — an estimated $15.5M sold.

Capital Wealth Planning first reported a position in ET in Q2 2014 and held it in 4 quarters. The position peaked at $15.5M in Q1 2015. 416 funds tracked by Wall St. Rank hold ET as of Q2 2015.

  • Capital Wealth Planning reported no remaining Energy Transfer Partners position as of Q2 2015 after selling out during the quarter.
  • Capital Wealth Planning sold 488,724 Energy Transfer Partners shares in Q2 2015, an estimated $15.5M.
  • Capital Wealth Planning first reported a position in Energy Transfer Partners in Q2 2014 and held it in 4 quarters.
  • Capital Wealth Planning's Energy Transfer Partners position peaked at $15.5M in Q1 2015.
  • 416 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2015.

Based on Capital Wealth Planning's 13F filing for Q2 2015, filed 13 Aug 2015.