Private Ocean’s Energy Transfer Partners ET Stock Holding History

Private Ocean’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
2018 Q4	–	Sell	-670	Closed	-$12K	–	355
2018 Q3	$12K	Hold	670	–	–	0.01%	244
2018 Q2	$12K	Hold	670	–	–	0.01%	262
2018 Q1	$9K	Buy	+670	New	+$11.1K	﹤0.01%	306

Other funds holding ET

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Private Ocean's ET Position: Q4 2018 in Review

Private Ocean sold out of Energy Transfer Partners (ET) in Q4 2018, closing a stake of 670 shares — an estimated $12K sold.

Private Ocean first reported a position in ET in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 729 funds tracked by Wall St. Rank hold ET as of Q4 2018.

Private Ocean reported no remaining Energy Transfer Partners position as of Q4 2018 after selling out during the quarter.
Private Ocean sold 670 Energy Transfer Partners shares in Q4 2018, an estimated $12K.
Private Ocean first reported a position in Energy Transfer Partners in Q1 2018 and held it in 3 quarters.
Private Ocean's Energy Transfer Partners position peaked at $12K in Q3 2018.
729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on Private Ocean's 13F filing for Q4 2018, filed 31 Jan 2019.