Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LFR
Lehman Financial Resources’s
Energy Transfer Partners
ET
Stock Holding History
Lehman Financial Resources’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Sell
-3,600
Closed
-$74K
–
146
2015
Q3
$74K
Hold
3,600
–
–
0.04%
115
2015
Q2
$115K
Hold
3,600
–
–
0.06%
78
2015
Q1
$114K
Hold
3,600
–
–
0.05%
89
2014
Q4
$103K
Sell
3,600
-3,000
-45%
-$86.4K
0.05%
95
2014
Q3
$204K
Hold
6,600
–
–
0.11%
57
2014
Q2
$195K
Hold
6,600
–
–
0.09%
59
2014
Q1
$154K
Hold
6,600
–
–
0.08%
65
2013
Q4
$135K
Hold
6,600
–
–
0.08%
71
2013
Q3
$109K
Hold
6,600
–
–
0.07%
74
2013
Q2
$99K
Buy
+6,600
New
+$96.4K
0.07%
72
Other funds holding ET
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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
O
OppenheimerFunds
New York
$80.4B AUM
15.1%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
HFA
Harvest Fund Advisors
Wayne, Pennsylvania
$4.87B AUM
49.03%
1-Year Est. Return
IG
ING Group
Amsterdam, Netherlands
$16.4B AUM
34.6%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close