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Copeland Capital Management’s Energy Transfer Partners ET Stock Holding History

Copeland Capital 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
2019
Q1 		– Sell
-3,374
Closed -$45K – 269
2018
Q4 		$45K Buy
+3,374
New +$51.2K ﹤0.01% 149

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O
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AA
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
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KACA
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Copeland Capital Management's ET Position: Q1 2019 in Review

Copeland Capital Management sold out of Energy Transfer Partners (ET) in Q1 2019, closing a stake of 3,374 shares — an estimated $45K sold.

Copeland Capital Management first reported a position in ET in Q4 2018 and held it in 1 quarter. The position peaked at $45K in Q4 2018. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

  • Copeland Capital Management reported no remaining Energy Transfer Partners position as of Q1 2019 after selling out during the quarter.
  • Copeland Capital Management sold 3,374 Energy Transfer Partners shares in Q1 2019, an estimated $45K.
  • Copeland Capital Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 1 quarter.
  • Copeland Capital Management's Energy Transfer Partners position peaked at $45K in Q4 2018.
  • 737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on Copeland Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.