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Placemark Investments’s Energy Transfer Partners ET Stock Holding History

Placemark 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
2014
Q4 		$953K Sell
33,206
-1,132
-3% -$32.6K 0.02% 901
2014
Q3 		$1.06M Buy
34,338
+1,626
+5% +$47.7K 0.02% 841
2014
Q2 		$965K Buy
32,712
+14,464
+79% +$366K 0.02% 883
2014
Q1 		$429K Buy
18,248
+2,568
+16% +$55.5K 0.01% 1197
2013
Q4 		$321K Buy
+15,680
New +$282K 0.01% 1318

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 30.2% 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 17.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 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

Placemark Investments's ET Position: Q4 2014 in Review

Placemark Investments reduced its Energy Transfer Partners (ET) stake by 3.3% in Q4 2014, selling an estimated $32.6K and leaving 33,206 shares worth $953K. The position accounts for 0.02% of the portfolio, ranked #901.

Placemark Investments first reported a position in ET in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2014. 390 funds tracked by Wall St. Rank hold ET as of Q4 2014.

  • Placemark Investments held 33,206 shares of Energy Transfer Partners worth $953K as of Q4 2014.
  • Placemark Investments sold 1,132 Energy Transfer Partners shares in Q4 2014, an estimated $32.6K.
  • Energy Transfer Partners made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #901 holding.
  • Placemark Investments first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 5 quarters since.
  • Placemark Investments's Energy Transfer Partners position peaked at $1.06M in Q3 2014.
  • 390 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.