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Kanaly Trust’s Energy Transfer Partners ET Stock Holding History

Kanaly Trust’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
-2,800
Closed -$80K – 709
2014
Q4 		$80K Hold
2,800
– – 0.02% 241
2014
Q3 		$86K Hold
2,800
– – 0.02% 243
2014
Q2 		$83K Hold
2,800
– – 0.02% 253
2014
Q1 		$65K Hold
2,800
– – 0.01% 283
2013
Q4 		$57K Buy
+2,800
New +$50.4K 0.01% 292

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Kanaly Trust's ET Position: Q1 2015 in Review

Kanaly Trust sold out of Energy Transfer Partners (ET) in Q1 2015, closing a stake of 2,800 shares — an estimated $80K sold.

Kanaly Trust first reported a position in ET in Q4 2013 and held it in 5 quarters. The position peaked at $86K in Q3 2014. 416 funds tracked by Wall St. Rank hold ET as of Q1 2015.

  • Kanaly Trust reported no remaining Energy Transfer Partners position as of Q1 2015 after selling out during the quarter.
  • Kanaly Trust sold 2,800 Energy Transfer Partners shares in Q1 2015, an estimated $80K.
  • Kanaly Trust first reported a position in Energy Transfer Partners in Q4 2013 and held it in 5 quarters.
  • Kanaly Trust's Energy Transfer Partners position peaked at $86K in Q3 2014.
  • 416 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2015.

Based on Kanaly Trust's 13F filing for Q1 2015, filed 28 Apr 2015.