Crestwood Advisors Group’s Energy Transfer Partners ET Stock Holding History

Crestwood Advisors Group’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
2018 Q2	–	Sell	-14,128	Closed	-$201K	–	184
2018 Q1	$201K	Sell	14,128 -200	-1%	-$3.32K	0.02%	162
2017 Q4	$247K	Buy	+14,328	New	+$244K	0.02%	157
2017 Q2	–	Sell	-1,600	Closed	-$29K	–	240
2017 Q1	$29K	Buy	+1,600	New	+$30.1K	﹤0.01%	332

Other funds holding ET

Goldman Sachs New York $1.15T AUM 47.82% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

Crestwood Advisors Group's ET Position: Q2 2018 in Review

Crestwood Advisors Group sold out of Energy Transfer Partners (ET) in Q2 2018, closing a stake of 14,128 shares — an estimated $201K sold.

Crestwood Advisors Group first reported a position in ET in Q1 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 389 funds tracked by Wall St. Rank hold ET as of Q2 2018.

Crestwood Advisors Group reported no remaining Energy Transfer Partners position as of Q2 2018 after selling out during the quarter.
Crestwood Advisors Group sold 14,128 Energy Transfer Partners shares in Q2 2018, an estimated $201K.
Crestwood Advisors Group first reported a position in Energy Transfer Partners in Q1 2017 and held it in 3 quarters.
Crestwood Advisors Group's Energy Transfer Partners position peaked at $247K in Q4 2017.
389 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2018.

Based on Crestwood Advisors Group's 13F filing for Q2 2018, filed 14 Aug 2018.