Joel Isaacson & Co’s Energy Transfer Partners ET Stock Holding History

Joel Isaacson & 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
2019 Q1	–	Sell	-18,948	Closed	-$285K	–	222
2018 Q4	$285K	Buy	+18,948	New	+$288K	0.05%	185
2017 Q1	–	Sell	-6,016	Closed	-$116K	–	285
2016 Q4	$116K	Hold	6,016	–	–	0.02%	211
2016 Q3	$101K	Hold	6,016	–	–	0.02%	237
2016 Q2	$86K	Sell	6,016 -1,250	-17%	-$14.9K	0.02%	252
2016 Q1	$52K	Hold	7,266	–	–	0.01%	323
2015 Q4	$100K	Hold	7,266	–	–	0.02%	231
2015 Q3	$151K	Hold	7,266	–	–	0.04%	178
2015 Q2	$233K	Sell	7,266 -750	-9%	-$25.1K	0.06%	146
2015 Q1	$254K	Hold	8,016	–	–	0.06%	137
2014 Q4	$230K	Hold	8,016	–	–	0.06%	136
2014 Q3	$247K	Hold	8,016	–	–	0.08%	107
2014 Q2	$236K	Hold	8,016	–	–	0.07%	109
2014 Q1	$187K	Hold	8,016	–	–	0.06%	128
2013 Q4	$164K	Hold	8,016	–	–	0.06%	132
2013 Q3	$132K	Sell	8,016 -2,000	-20%	-$31.8K	0.05%	143
2013 Q2	$150K	Buy	+10,016	New	+$146K	0.07%	115

Other funds holding ET

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Joel Isaacson & Co's ET Position: Q1 2019 in Review

Joel Isaacson & Co sold out of Energy Transfer Partners (ET) in Q1 2019, closing a stake of 18,948 shares — an estimated $285K sold.

Joel Isaacson & Co first reported a position in ET in Q2 2013 and held it in 16 quarters. The position peaked at $285K in Q4 2018. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

Joel Isaacson & Co reported no remaining Energy Transfer Partners position as of Q1 2019 after selling out during the quarter.
Joel Isaacson & Co sold 18,948 Energy Transfer Partners shares in Q1 2019, an estimated $285K.
Joel Isaacson & Co first reported a position in Energy Transfer Partners in Q2 2013 and held it in 16 quarters.
Joel Isaacson & Co's Energy Transfer Partners position peaked at $285K in Q4 2018.
737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on Joel Isaacson & Co's 13F filing for Q1 2019, filed 9 Apr 2019.