CWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $9.6B AUM 19.53% 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return