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

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

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

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

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Lyons Wealth Management's ET Position: Q3 2015 in Review

Lyons Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2015, closing a stake of 12,204 shares — an estimated $318K sold.

Lyons Wealth Management first reported a position in ET in Q2 2013 and held it in 9 quarters. The position peaked at $481K in Q4 2014. 366 funds tracked by Wall St. Rank hold ET as of Q3 2015.

Lyons Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2015 after selling out during the quarter.
Lyons Wealth Management sold 12,204 Energy Transfer Partners shares in Q3 2015, an estimated $318K.
Lyons Wealth Management first reported a position in Energy Transfer Partners in Q2 2013 and held it in 9 quarters.
Lyons Wealth Management's Energy Transfer Partners position peaked at $481K in Q4 2014.
366 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2015.

Based on Lyons Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.