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New Vernon Investment Management’s Energy Transfer Partners ET Stock Holding History

New Vernon Investment Management’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
Q4 		– Sell
-72,518
Closed -$1.51M – 53
2015
Q3 		$1.51M Hold
72,518
– – 1.19% 30
2015
Q2 		$2.33M Hold
72,518
– – 1.59% 23
2015
Q1 		$2.3M Sell
72,518
-10,900
-13% -$323K 1.57% 25
2014
Q4 		$2.39M Buy
+83,418
New +$2.4M 1.62% 25

Other funds holding ET

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New Vernon Investment Management's ET Position: Q4 2015 in Review

New Vernon Investment Management sold out of Energy Transfer Partners (ET) in Q4 2015, closing a stake of 72,518 shares — an estimated $1.51M sold.

New Vernon Investment Management first reported a position in ET in Q4 2014 and held it in 4 quarters. The position peaked at $2.39M in Q4 2014. 373 funds tracked by Wall St. Rank hold ET as of Q4 2015.

  • New Vernon Investment Management reported no remaining Energy Transfer Partners position as of Q4 2015 after selling out during the quarter.
  • New Vernon Investment Management sold 72,518 Energy Transfer Partners shares in Q4 2015, an estimated $1.51M.
  • New Vernon Investment Management first reported a position in Energy Transfer Partners in Q4 2014 and held it in 4 quarters.
  • New Vernon Investment Management's Energy Transfer Partners position peaked at $2.39M in Q4 2014.
  • 373 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2015.

Based on New Vernon Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.