MWR
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McAdams Wright Ragen’s Energy Transfer Partners ET Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$284K Hold
9,220
– – 0.02% 345
2014
Q2 		$271K Hold
9,220
– – 0.02% 331
2014
Q1 		$215K Buy
+9,220
New +$199K 0.01% 338

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

McAdams Wright Ragen's ET Position: Q3 2014 in Review

McAdams Wright Ragen held its Energy Transfer Partners (ET) position steady in Q3 2014 at 9,220 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #345.

McAdams Wright Ragen first reported a position in ET in Q1 2014 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold ET as of Q3 2014.

  • McAdams Wright Ragen held 9,220 shares of Energy Transfer Partners worth $284K as of Q3 2014.
  • McAdams Wright Ragen left its Energy Transfer Partners share count unchanged in Q3 2014.
  • Energy Transfer Partners made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #345 holding.
  • McAdams Wright Ragen first reported a position in Energy Transfer Partners in Q1 2014 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.