LFR
ET icon

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lehman Financial Resources's ET Position: Q4 2015 in Review

Lehman Financial Resources sold out of Energy Transfer Partners (ET) in Q4 2015, closing a stake of 3,600 shares — an estimated $74K sold.

Lehman Financial Resources first reported a position in ET in Q2 2013 and held it in 10 quarters. The position peaked at $204K in Q3 2014. 373 funds tracked by Wall St. Rank hold ET as of Q4 2015.

  • Lehman Financial Resources reported no remaining Energy Transfer Partners position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 3,600 Energy Transfer Partners shares in Q4 2015, an estimated $74K.
  • Lehman Financial Resources first reported a position in Energy Transfer Partners in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Energy Transfer Partners position peaked at $204K in Q3 2014.
  • 373 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.