Luzich Partners’s Energy Transfer Partners ET Stock Holding History

Luzich Partners’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
2017 Q1	–	Sell	-357,900	Closed	-$6.91M	–	17
2016 Q4	$6.91M	Buy	+357,900	New	+$5.97M	6.3%	6

Other funds holding ET

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Luzich Partners's ET Position: Q1 2017 in Review

Luzich Partners sold out of Energy Transfer Partners (ET) in Q1 2017, closing a stake of 357,900 shares — an estimated $6.91M sold.

Luzich Partners first reported a position in ET in Q4 2016 and held it in 1 quarter. The position peaked at $6.91M in Q4 2016. 359 funds tracked by Wall St. Rank hold ET as of Q1 2017.

Luzich Partners reported no remaining Energy Transfer Partners position as of Q1 2017 after selling out during the quarter.
Luzich Partners sold 357,900 Energy Transfer Partners shares in Q1 2017, an estimated $6.91M.
Luzich Partners first reported a position in Energy Transfer Partners in Q4 2016 and held it in 1 quarter.
Luzich Partners's Energy Transfer Partners position peaked at $6.91M in Q4 2016.
359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2017.

Based on Luzich Partners's 13F filing for Q1 2017, filed 14 Aug 2017.