Pinnacle Summer Investments’s Energy Transfer Partners ET Stock Holding History

Pinnacle Summer Investments’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	$76K	Buy	5,486 +1,513	+38%	+$28.3K	0.01%	291
2015 Q3	$90K	Buy	3,973 +1,231	+45%	+$34.8K	0.02%	410
2015 Q2	$88K	Sell	2,742 -1,230	-31%	-$41.2K	0.02%	255
2015 Q1	$126K	Buy	3,972 +1,230	+45%	+$36.4K	0.02%	362
2014 Q4	$81K	Buy	2,742 +2,050	+296%	+$59.1K	0.01%	442
2014 Q3	$21K	Hold	692	–	–	﹤0.01%	670
2014 Q2	$21K	Hold	692	–	–	﹤0.01%	642
2014 Q1	$16K	Hold	692	–	–	﹤0.01%	634
2013 Q4	$14K	Hold	692	–	–	﹤0.01%	669
2013 Q3	$11K	Hold	692	–	–	﹤0.01%	657
2013 Q2	$10K	Buy	+692	New	+$10.1K	﹤0.01%	613

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinnacle Summer Investments's ET Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Energy Transfer Partners (ET) stake by 38% in Q4 2015, buying an estimated $28.3K and bringing the position to 5,486 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #291.

Pinnacle Summer Investments first reported a position in ET in Q2 2013 and has held it in 11 quarters since. The position peaked at $126K in Q1 2015. 373 funds tracked by Wall St. Rank hold ET as of Q4 2015.

Pinnacle Summer Investments held 5,486 shares of Energy Transfer Partners worth $76K as of Q4 2015.
Pinnacle Summer Investments bought 1,513 Energy Transfer Partners shares in Q4 2015, an estimated $28.3K.
Energy Transfer Partners made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #291 holding.
Pinnacle Summer Investments first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Energy Transfer Partners position peaked at $126K in Q1 2015.
373 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.