DCLA
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Douglas C. Lane & Associates’s Energy Transfer Partners ET Stock Holding History

Douglas C. Lane & Associates’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
2014
Q2 		– Sell
-11,700
Closed -$273K – 222
2014
Q1 		$273K Buy
11,700
+1,300
+13% +$28.1K 0.01% 182
2013
Q4 		$213K Buy
+10,400
New +$187K 0.01% 184

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Douglas C. Lane & Associates's ET Position: Q2 2014 in Review

Douglas C. Lane & Associates sold out of Energy Transfer Partners (ET) in Q2 2014, closing a stake of 11,700 shares — an estimated $273K sold.

Douglas C. Lane & Associates first reported a position in ET in Q4 2013 and held it in 2 quarters. The position peaked at $273K in Q1 2014. 370 funds tracked by Wall St. Rank hold ET as of Q2 2014.

  • Douglas C. Lane & Associates reported no remaining Energy Transfer Partners position as of Q2 2014 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 11,700 Energy Transfer Partners shares in Q2 2014, an estimated $273K.
  • Douglas C. Lane & Associates first reported a position in Energy Transfer Partners in Q4 2013 and held it in 2 quarters.
  • Douglas C. Lane & Associates's Energy Transfer Partners position peaked at $273K in Q1 2014.
  • 370 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2014.

Based on Douglas C. Lane & Associates's 13F filing for Q2 2014, filed 11 Jul 2014.