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Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
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Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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FNYS
First New York Securities’s
Energy Transfer Partners
ET
Stock Holding History
First New York Securities’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-115
Closed
-$23.3K
–
278
2016
Q2
$23.3K
Sell
115
-185
-62%
-$2.21K
0.01%
119
2016
Q1
$20.3K
Buy
+300
New
+$2.35K
0.01%
150
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35.08%
1-Year Est. Return
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1-Year Est. Return
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40.08%
1-Year Est. Return
HFA
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$4.87B AUM
49.03%
1-Year Est. Return
OppenheimerFunds
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$80.4B AUM
15.1%
1-Year Est. Return
Tortoise Capital Advisors
Overland Park, Kansas
$9.84B AUM
26.47%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.79B AUM
24.88%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$304B AUM
35.64%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Sculptor Capital
New York
$12.3B AUM
40.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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