Concert Wealth Management’s Energy Transfer Partners ET Stock Holding History

Concert Wealth Management’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	-12,353	Closed	-$206K	–	591
2016 Q3	$206K	Buy	12,353 +31	+0.3%	+$523	0.03%	632
2016 Q2	$178K	Buy	+12,322	New	+$147K	0.02%	610
2015 Q4	–	Sell	-12,210	Closed	-$253K	–	703
2015 Q3	$253K	Buy	12,210 +5,770	+90%	+$163K	0.03%	533
2015 Q2	$209K	Buy	+6,440	New	+$216K	0.03%	623
2015 Q1	–	Sell	-9,290	Closed	-$265K	–	525
2014 Q4	$265K	Buy	+9,290	New	+$268K	0.04%	494

Other funds holding ET

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

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

Citigroup New York $303B AUM 53.02% 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

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 $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Concert Wealth Management's ET Position: Q4 2016 in Review

Concert Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2016, closing a stake of 12,353 shares — an estimated $206K sold.

Concert Wealth Management first reported a position in ET in Q4 2014 and held it in 5 quarters. The position peaked at $265K in Q4 2014. 343 funds tracked by Wall St. Rank hold ET as of Q4 2016.

Concert Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 12,353 Energy Transfer Partners shares in Q4 2016, an estimated $206K.
Concert Wealth Management first reported a position in Energy Transfer Partners in Q4 2014 and held it in 5 quarters.
Concert Wealth Management's Energy Transfer Partners position peaked at $265K in Q4 2014.
343 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.