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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Energy Transfer Partners ET Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-1,881
Closed -$37K – 451
2016
Q4 		$37K Buy
1,881
+381
+25% +$6.36K 0.01% 190
2016
Q3 		$25K Buy
+1,500
New +$25.3K 0.01% 214

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HFA
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Neuberger Berman Group
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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 17.47% 1-Year Est. Return
CCM
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Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ET Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Energy Transfer Partners (ET) in Q1 2017, closing a stake of 1,881 shares — an estimated $37K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ET in Q3 2016 and held it in 2 quarters. The position peaked at $37K in Q4 2016. 359 funds tracked by Wall St. Rank hold ET as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Energy Transfer Partners position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,881 Energy Transfer Partners shares in Q1 2017, an estimated $37K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Energy Transfer Partners in Q3 2016 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Energy Transfer Partners position peaked at $37K in Q4 2016.
  • 359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.