LWM
ET icon

Lyons Wealth Management’s Energy Transfer Partners ET Stock Holding History

Lyons Wealth Management’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
Q3 		– Sell
-12,204
Closed -$318K – 70
2015
Q2 		$318K Sell
12,204
-3,150
-21% -$106K 0.36% 43
2015
Q1 		$429K Buy
15,354
+582
+4% +$17.2K 0.47% 38
2014
Q4 		$481K Buy
14,772
+30
+0.2% +$864 0.5% 36
2014
Q3 		$472K Buy
14,742
+34
+0.2% +$998 0.5% 41
2014
Q2 		$425K Buy
14,708
+652
+5% +$16.5K 0.38% 49
2014
Q1 		$379K Sell
14,056
-14,008
-50% -$303K 0.33% 46
2013
Q4 		$402K Buy
28,064
+2,484
+10% +$44.7K 0.38% 40
2013
Q3 		$333K Buy
25,580
+6,000
+31% +$95.5K 0.3% 42
2013
Q2 		$248K Buy
+19,580
New +$286K 0.25% 53

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return