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Forward Management’s Energy Transfer Partners ET Stock Holding History

Forward Management’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
-821,941
Closed -$15.9M – 190
2016
Q4 		$15.9M Buy
+821,941
New +$13.7M 1.11% 23

Other funds holding ET

Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $304B AUM 35.64% 1-Year Est. Return

Forward Management's ET Position: Q1 2017 in Review

Forward Management sold out of Energy Transfer Partners (ET) in Q1 2017, closing a stake of 821,941 shares — an estimated $15.9M sold.

Forward Management first reported a position in ET in Q4 2016 and held it in 1 quarter. The position peaked at $15.9M in Q4 2016. 359 funds tracked by Wall St. Rank hold ET as of Q1 2017.

  • Forward Management reported no remaining Energy Transfer Partners position as of Q1 2017 after selling out during the quarter.
  • Forward Management sold 821,941 Energy Transfer Partners shares in Q1 2017, an estimated $15.9M.
  • Forward Management first reported a position in Energy Transfer Partners in Q4 2016 and held it in 1 quarter.
  • Forward Management's Energy Transfer Partners position peaked at $15.9M in Q4 2016.
  • 359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2017.

Based on Forward Management's 13F filing for Q1 2017, filed 4 May 2017.