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Morningstar Investment Services’s Energy Transfer Partners ET Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-73,804
Closed -$2.28M – 218
2014
Q3 		$2.28M Buy
73,804
+1,956
+3% +$57.4K 0.12% 129
2014
Q2 		$2.12M Sell
71,848
-56,626
-44% -$1.43M 0.12% 123
2014
Q1 		$3M Sell
128,474
-177,058
-58% -$3.83M 0.21% 102
2013
Q4 		$6.24M Buy
305,532
+21,016
+7% +$378K 0.47% 56
2013
Q3 		$4.67M Buy
284,516
+22,484
+9% +$358K 0.41% 65
2013
Q2 		$3.92M Buy
+262,032
New +$3.83M 0.41% 67

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morningstar Investment Services's ET Position: Q4 2014 in Review

Morningstar Investment Services sold out of Energy Transfer Partners (ET) in Q4 2014, closing a stake of 73,804 shares — an estimated $2.28M sold.

Morningstar Investment Services first reported a position in ET in Q2 2013 and held it in 6 quarters. The position peaked at $6.24M in Q4 2013. 390 funds tracked by Wall St. Rank hold ET as of Q4 2014.

  • Morningstar Investment Services reported no remaining Energy Transfer Partners position as of Q4 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 73,804 Energy Transfer Partners shares in Q4 2014, an estimated $2.28M.
  • Morningstar Investment Services first reported a position in Energy Transfer Partners in Q2 2013 and held it in 6 quarters.
  • Morningstar Investment Services's Energy Transfer Partners position peaked at $6.24M in Q4 2013.
  • 390 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.