Moody Lynn & Lieberson’s Energy Transfer Partners ET Stock Holding History

Moody Lynn & Lieberson’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	-181,960	Closed	-$2.92M	–	171
2015 Q2	$2.92M	Buy	181,960 +86,582	+91%	+$2.9M	0.46%	63
2015 Q1	$3.02M	Hold	95,378	–	–	0.48%	59
2014 Q4	$2.74M	Sell	95,378 -33,418	-26%	-$963K	0.39%	69
2014 Q3	$3.97M	Sell	128,796 -2,232	-2%	-$65.5K	0.59%	59
2014 Q2	$3.86M	Sell	131,028 -46,908	-26%	-$1.19M	0.53%	67
2014 Q1	$4.16M	Sell	177,936 -180,856	-50%	-$3.91M	0.6%	65
2013 Q4	$3.67M	Buy	358,792 +177,596	+98%	+$3.2M	0.5%	74
2013 Q3	$2.98M	Sell	181,196 -8,984	-5%	-$143K	0.46%	75
2013 Q2	$2.84M	Buy	+190,180	New	+$2.78M	0.5%	67

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

Moody Lynn & Lieberson's ET Position: Q3 2015 in Review

Moody Lynn & Lieberson sold out of Energy Transfer Partners (ET) in Q3 2015, closing a stake of 181,960 shares — an estimated $2.92M sold.

Moody Lynn & Lieberson first reported a position in ET in Q2 2013 and held it in 9 quarters. The position peaked at $4.16M in Q1 2014. 366 funds tracked by Wall St. Rank hold ET as of Q3 2015.

Moody Lynn & Lieberson reported no remaining Energy Transfer Partners position as of Q3 2015 after selling out during the quarter.
Moody Lynn & Lieberson sold 181,960 Energy Transfer Partners shares in Q3 2015, an estimated $2.92M.
Moody Lynn & Lieberson first reported a position in Energy Transfer Partners in Q2 2013 and held it in 9 quarters.
Moody Lynn & Lieberson's Energy Transfer Partners position peaked at $4.16M in Q1 2014.
366 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2015, filed 28 Oct 2015.