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Investment House LLC’s Energy Transfer Partners ET Stock Holding History

Investment House LLC’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
2016
Q4 		– Sell
-28,450
Closed -$478K – 185
2016
Q3 		$478K Sell
28,450
-12,345
-30% -$208K 0.07% 146
2016
Q2 		$586K Buy
+40,795
New +$486K 0.09% 127
2016
Q1 		– Sell
-31,310
Closed -$430K – 185
2015
Q4 		$430K Buy
+31,310
New +$585K 0.07% 131
2015
Q2 		– Sell
-6,950
Closed -$220K – 164
2015
Q1 		$220K Buy
+6,950
New +$206K 0.04% 156

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Investment House LLC's ET Position: Q4 2016 in Review

Investment House LLC sold out of Energy Transfer Partners (ET) in Q4 2016, closing a stake of 28,450 shares — an estimated $478K sold.

Investment House LLC first reported a position in ET in Q1 2015 and held it in 4 quarters. The position peaked at $586K in Q2 2016. 343 funds tracked by Wall St. Rank hold ET as of Q4 2016.

  • Investment House LLC reported no remaining Energy Transfer Partners position as of Q4 2016 after selling out during the quarter.
  • Investment House LLC sold 28,450 Energy Transfer Partners shares in Q4 2016, an estimated $478K.
  • Investment House LLC first reported a position in Energy Transfer Partners in Q1 2015 and held it in 4 quarters.
  • Investment House LLC's Energy Transfer Partners position peaked at $586K in Q2 2016.
  • 343 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2016.

Based on Investment House LLC's 13F filing for Q4 2016, filed 6 Feb 2017.