Mariner Wealth Advisors (Cincinnati)’s Energy Transfer Partners ET Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$427K	Sell	24,492 -4,100	-14%	-$72.8K	0.02%	208
2018 Q2	$493K	Hold	28,592	–	–	0.03%	197
2018 Q1	$406K	Hold	28,592	–	–	0.03%	211
2017 Q4	$493K	Sell	28,592 -18,300	-39%	-$312K	0.03%	184
2017 Q3	$815K	Hold	46,892	–	–	0.05%	135
2017 Q2	$842K	Sell	46,892 -2,800	-6%	-$49.8K	0.06%	134
2017 Q1	$980K	Buy	49,692 +21,100	+74%	+$397K	0.07%	121
2016 Q4	$552K	Hold	28,592	–	–	0.04%	153
2016 Q3	$480K	Hold	28,592	–	–	0.04%	166
2016 Q2	$411K	Buy	28,592 +6,900	+32%	+$82.3K	0.04%	175
2016 Q1	$155K	Sell	21,692 -8,000	-27%	-$62.8K	0.02%	234
2015 Q4	$408K	Buy	+29,692	New	+$555K	0.04%	165

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

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

Mariner Wealth Advisors (Cincinnati)'s ET Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Energy Transfer Partners (ET) stake by 14% in Q3 2018, selling an estimated $72.8K and leaving 24,492 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #208.

Mariner Wealth Advisors (Cincinnati) first reported a position in ET in Q4 2015 and has held it in 12 quarters since. The position peaked at $980K in Q1 2017. 401 funds tracked by Wall St. Rank hold ET as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 24,492 shares of Energy Transfer Partners worth $427K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 4,100 Energy Transfer Partners shares in Q3 2018, an estimated $72.8K.
Energy Transfer Partners made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #208 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Energy Transfer Partners in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Energy Transfer Partners position peaked at $980K in Q1 2017.
401 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.