IMS
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Index Management Solutions’s Energy Transfer Partners ET Stock Holding History

Index Management Solutions’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
2015
Q1 		– Sell
-132,162
Closed -$3.79M – 797
2014
Q4 		$3.79M Buy
132,162
+31,328
+31% +$902K 0.52% 41
2014
Q3 		$3.11M Buy
100,834
+32,210
+47% +$946K 0.35% 46
2014
Q2 		$2.02M Buy
68,624
+4,624
+7% +$117K 0.25% 71
2014
Q1 		$1.5M Sell
64,000
-39,124
-38% -$845K 0.24% 66
2013
Q4 		$2.11M Buy
103,124
+17,736
+21% +$319K 0.53% 27
2013
Q3 		$1.4M Buy
+85,388
New +$1.36M 0.42% 28

Other funds holding ET

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return