MLL
ET icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return