Edge Advisors’s Energy Transfer Partners ET Stock Holding History

Edge Advisors’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	$2.55M	Sell	147,945 -840	-0.6%	-$13.8K	0.23%	102
2018 Q1	$2.11M	Sell	148,785 -3,435	-2%	-$57.1K	0.2%	114
2017 Q4	$2.63M	Sell	152,220 -9,320	-6%	-$159K	0.26%	98
2017 Q3	$2.81M	Sell	161,540 -11,440	-7%	-$200K	0.3%	85
2017 Q2	$3.1M	Buy	172,980 +2,420	+1%	+$43.1K	0.35%	69
2017 Q1	$3.36M	Sell	170,560 -13,600	-7%	-$256K	0.41%	58
2016 Q4	$3.56M	Buy	+184,160	New	+$3.07M	0.46%	54

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors's ET Position: Q2 2018 in Review

Edge Advisors reduced its Energy Transfer Partners (ET) stake by 0.56% in Q2 2018, selling an estimated $13.8K and leaving 147,945 shares worth $2.55M. The position accounts for 0.23% of the portfolio, ranked #102.

Edge Advisors first reported a position in ET in Q4 2016 and has held it in 7 quarters since. The position peaked at $3.56M in Q4 2016. 389 funds tracked by Wall St. Rank hold ET as of Q2 2018.

Edge Advisors held 147,945 shares of Energy Transfer Partners worth $2.55M as of Q2 2018.
Edge Advisors sold 840 Energy Transfer Partners shares in Q2 2018, an estimated $13.8K.
Energy Transfer Partners made up 0.23% of Edge Advisors's portfolio in Q2 2018, its #102 holding.
Edge Advisors first reported a position in Energy Transfer Partners in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Energy Transfer Partners position peaked at $3.56M in Q4 2016.
389 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2018.

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