Geller Advisors’s Energy Transfer Partners ET Stock Holding History

Geller 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
2014 Q4	–	Sell	-8,086	Closed	-$249K	–	41
2014 Q3	$249K	Buy	+8,086	New	+$237K	0.14%	37

Other funds holding ET

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

HFA

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

Geller Advisors's ET Position: Q4 2014 in Review

Geller Advisors sold out of Energy Transfer Partners (ET) in Q4 2014, closing a stake of 8,086 shares — an estimated $249K sold.

Geller Advisors first reported a position in ET in Q3 2014 and held it in 1 quarter. The position peaked at $249K in Q3 2014. 390 funds tracked by Wall St. Rank hold ET as of Q4 2014.

Geller Advisors reported no remaining Energy Transfer Partners position as of Q4 2014 after selling out during the quarter.
Geller Advisors sold 8,086 Energy Transfer Partners shares in Q4 2014, an estimated $249K.
Geller Advisors first reported a position in Energy Transfer Partners in Q3 2014 and held it in 1 quarter.
Geller Advisors's Energy Transfer Partners position peaked at $249K in Q3 2014.
390 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2014.

Based on Geller Advisors's 13F filing for Q4 2014, filed 9 Feb 2015.