Investors Capital Advisory Services’s Energy Transfer Partners ET Stock Holding History

Investors Capital Advisory Services’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 Q2	$754K	Sell	52,572 -704	-1%	-$8.39K	0.14%	192
2016 Q1	$378K	Sell	53,276 -10,725	-17%	-$84.2K	0.08%	356
2015 Q4	$878K	Buy	64,001 +9,636	+18%	+$180K	0.17%	171
2015 Q3	$1.13M	Sell	54,365 -3,393	-6%	-$95.8K	0.23%	113
2015 Q2	$1.85M	Buy	57,758 +8,912	+18%	+$299K	0.34%	56
2015 Q1	$1.54M	Sell	48,846 -770	-2%	-$22.8K	0.29%	83
2014 Q4	$1.42M	Buy	49,616 +550	+1%	+$15.8K	0.27%	89
2014 Q3	$1.51M	Sell	49,066 -40,558	-45%	-$1.19M	0.3%	78
2014 Q2	$2.64M	Buy	89,624 +40,044	+81%	+$1.01M	0.43%	42
2014 Q1	$1.16M	Sell	49,580 -6,588	-12%	-$142K	0.25%	106
2013 Q4	$1.15M	Sell	56,168 -7,596	-12%	-$137K	0.27%	108
2013 Q3	$1.05M	Sell	63,764 -2,808	-4%	-$44.7K	0.27%	101
2013 Q2	$993K	Buy	+66,572	New	+$972K	0.3%	87

Other funds holding ET

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

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

HFA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

Investors Capital Advisory Services's ET Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Energy Transfer Partners (ET) stake by 1.3% in Q2 2016, selling an estimated $8.39K and leaving 52,572 shares worth $754K. The position accounts for 0.14% of the portfolio, ranked #192.

Investors Capital Advisory Services first reported a position in ET in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.64M in Q2 2014. 343 funds tracked by Wall St. Rank hold ET as of Q2 2016.

Investors Capital Advisory Services held 52,572 shares of Energy Transfer Partners worth $754K as of Q2 2016.
Investors Capital Advisory Services sold 704 Energy Transfer Partners shares in Q2 2016, an estimated $8.39K.
Energy Transfer Partners made up 0.14% of Investors Capital Advisory Services's portfolio in Q2 2016, its #192 holding.
Investors Capital Advisory Services first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Energy Transfer Partners position peaked at $2.64M in Q2 2014.
343 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.