Hirtle Callaghan & Co’s Energy Transfer Partners ET Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-8,999	Closed	-$162K	–	200
2017 Q2	$162K	Hold	8,999	–	–	0.03%	24
2017 Q1	$178K	Buy	+8,999	New	+$170K	0.03%	22
2016 Q1	–	Sell	-4,568	Closed	-$63K	–	176
2015 Q4	$63K	Hold	4,568	–	–	0.01%	116
2015 Q3	$95K	Hold	4,568	–	–	0.02%	126
2015 Q2	$147K	Buy	+4,568	New	+$153K	0.05%	108
2015 Q1	–	Sell	-9,300	Closed	-$267K	–	131
2014 Q4	$267K	Buy	9,300 +3,850	+71%	+$111K	0.06%	170
2014 Q3	$168K	Buy	+5,450	New	+$160K	0.03%	201
2014 Q2	–	Sell	-6,980	Closed	-$163K	–	657
2014 Q1	$163K	Hold	6,980	–	–	0.03%	252
2013 Q4	$143K	Hold	6,980	–	–	0.02%	254
2013 Q3	$115K	Buy	+6,980	New	+$111K	0.02%	270

Other funds holding ET

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFA

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

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

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

TCA

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Hirtle Callaghan & Co's ET Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of Energy Transfer Partners (ET) in Q3 2017, closing a stake of 8,999 shares — an estimated $162K sold.

Hirtle Callaghan & Co first reported a position in ET in Q3 2013 and held it in 10 quarters. The position peaked at $267K in Q4 2014. 365 funds tracked by Wall St. Rank hold ET as of Q3 2017.

Hirtle Callaghan & Co reported no remaining Energy Transfer Partners position as of Q3 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 8,999 Energy Transfer Partners shares in Q3 2017, an estimated $162K.
Hirtle Callaghan & Co first reported a position in Energy Transfer Partners in Q3 2013 and held it in 10 quarters.
Hirtle Callaghan & Co's Energy Transfer Partners position peaked at $267K in Q4 2014.
365 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.