FAG
ET icon

Financial Advisory Group’s Energy Transfer Partners ET Stock Holding History

Financial Advisory 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
2017
Q1 		– Sell
-10,612
Closed -$205K – 63
2016
Q4 		$205K Buy
10,612
+400
+4% +$6.67K 0.08% 59
2016
Q3 		$171K Hold
10,212
– – 0.07% 60
2016
Q2 		$147K Hold
10,212
– – 0.07% 56
2016
Q1 		$73K Hold
10,212
– – 0.04% 57
2015
Q4 		$140K Hold
10,212
– – 0.07% 55
2015
Q3 		$213K Buy
+10,212
New +$288K 0.11% 44

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TCA
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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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return