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GEM
Global Endowment Management’s
Energy Transfer Partners
ET
Stock Holding History
Global Endowment Management’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-139,530
Closed
-$1.92M
–
223
2015
Q4
$1.92M
Hold
139,530
–
–
0.35%
66
2015
Q3
$2.9M
Buy
139,530
+48,470
+53%
+$1.37M
0.43%
66
2015
Q2
$2.92M
Buy
91,060
+42,200
+86%
+$1.41M
0.41%
56
2015
Q1
$1.55M
Sell
48,860
-16,440
-25%
-$487K
0.24%
117
2014
Q4
$1.87M
Buy
+65,300
New
+$1.88M
0.31%
103
2014
Q2
–
Sell
-48,480
Closed
-$1.13M
–
239
2014
Q1
$1.13M
Sell
48,480
-8,000
-14%
-$173K
0.18%
149
2013
Q4
$1.15M
Sell
56,480
-16,120
-22%
-$290K
0.23%
141
2013
Q3
$1.19M
Sell
72,600
-45,280
-38%
-$720K
0.3%
103
2013
Q2
$1.76M
Buy
+117,880
New
+$1.72M
0.49%
72
Other funds holding ET
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
IG
ING Group
Amsterdam, Netherlands
$16.4B AUM
34.6%
1-Year Est. Return
O
OppenheimerFunds
New York
$80.4B AUM
15.1%
1-Year Est. Return
HFA
Harvest Fund Advisors
Wayne, Pennsylvania
$4.87B AUM
49.03%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
SCA
Salient Capital Advisors
Houston, Texas
$1.74B AUM
12.95%
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 Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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