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Middleton & Co’s Energy Transfer Partners ET Stock Holding History

Middleton & Co’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
Q1 		– Sell
-29,600
Closed -$302K – 151
2013
Q4 		$302K Buy
29,600
+14,800
+100% +$266K 0.08% 119
2013
Q3 		$243K Sell
14,800
-5,400
-27% -$85.9K 0.06% 136
2013
Q2 		$302K Buy
+20,200
New +$295K 0.09% 119

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Middleton & Co's ET Position: Q1 2014 in Review

Middleton & Co sold out of Energy Transfer Partners (ET) in Q1 2014, closing a stake of 29,600 shares — an estimated $302K sold.

Middleton & Co first reported a position in ET in Q2 2013 and held it in 3 quarters. The position peaked at $302K in Q4 2013. 351 funds tracked by Wall St. Rank hold ET as of Q1 2014.

  • Middleton & Co reported no remaining Energy Transfer Partners position as of Q1 2014 after selling out during the quarter.
  • Middleton & Co sold 29,600 Energy Transfer Partners shares in Q1 2014, an estimated $302K.
  • Middleton & Co first reported a position in Energy Transfer Partners in Q2 2013 and held it in 3 quarters.
  • Middleton & Co's Energy Transfer Partners position peaked at $302K in Q4 2013.
  • 351 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2014.

Based on Middleton & Co's 13F filing for Q1 2014, filed 22 Apr 2014.