KMS Financial Services’s Energy Transfer Partners ET Stock Holding History

KMS Financial 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
2014 Q3	$236K	Hold	7,636	–	–	0.03%	438
2014 Q2	$225K	Buy	+7,636	New	+$193K	0.03%	468

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

KMS Financial Services's ET Position: Q3 2014 in Review

KMS Financial Services held its Energy Transfer Partners (ET) position steady in Q3 2014 at 7,636 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #438.

KMS Financial Services first reported a position in ET in Q2 2014 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold ET as of Q3 2014.

KMS Financial Services held 7,636 shares of Energy Transfer Partners worth $236K as of Q3 2014.
KMS Financial Services left its Energy Transfer Partners share count unchanged in Q3 2014.
Energy Transfer Partners made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #438 holding.
KMS Financial Services first reported a position in Energy Transfer Partners in Q2 2014 and has held it in 2 quarters since.
386 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.