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

Other funds holding ET

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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 $2.78B AUM 20.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Advisory Group's ET Position: Q1 2017 in Review

Financial Advisory Group sold out of Energy Transfer Partners (ET) in Q1 2017, closing a stake of 10,612 shares — an estimated $205K sold.

Financial Advisory Group first reported a position in ET in Q3 2015 and held it in 6 quarters. The position peaked at $213K in Q3 2015. 359 funds tracked by Wall St. Rank hold ET as of Q1 2017.

Financial Advisory Group reported no remaining Energy Transfer Partners position as of Q1 2017 after selling out during the quarter.
Financial Advisory Group sold 10,612 Energy Transfer Partners shares in Q1 2017, an estimated $205K.
Financial Advisory Group first reported a position in Energy Transfer Partners in Q3 2015 and held it in 6 quarters.
Financial Advisory Group's Energy Transfer Partners position peaked at $213K in Q3 2015.
359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2017.

Based on Financial Advisory Group's 13F filing for Q1 2017, filed 12 May 2017.