CPA
ET icon

Clear Perspective Advisors’s Energy Transfer Partners ET Stock Holding History

Clear Perspective 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
2017
Q3 		– Sell
-150
Closed -$3K – 483
2017
Q2 		$3K Buy
+150
New +$2.67K ﹤0.01% 415

Other funds holding ET

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clear Perspective Advisors's ET Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Energy Transfer Partners (ET) in Q3 2017, closing a stake of 150 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in ET in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 365 funds tracked by Wall St. Rank hold ET as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Energy Transfer Partners position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 150 Energy Transfer Partners shares in Q3 2017, an estimated $3K.
  • Clear Perspective Advisors first reported a position in Energy Transfer Partners in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Energy Transfer Partners position peaked at $3K in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.