Morningstar Investment Services’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-73,804
| Closed | -$2.28M | – | 218 |
|
2014
Q3 | $2.28M | Buy |
73,804
+1,956
| +3% | +$60.3K | 0.12% | 129 |
|
2014
Q2 | $2.12M | Sell |
71,848
-56,626
| -44% | -$1.67M | 0.12% | 123 |
|
2014
Q1 | $3M | Sell |
128,474
-177,058
| -58% | -$4.14M | 0.21% | 102 |
|
2013
Q4 | $6.24M | Buy |
305,532
+21,016
| +7% | +$429K | 0.47% | 56 |
|
2013
Q3 | $4.68M | Buy |
284,516
+22,484
| +9% | +$369K | 0.41% | 65 |
|
2013
Q2 | $3.92M | Buy |
+262,032
| New | +$3.92M | 0.41% | 67 |
|