Roble Belko & Company’s Energy Transfer Partners ET Stock Holding History

Roble Belko & Company’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
2016 Q4	–	Sell	-400	Closed	-$7K	–	386
2016 Q3	$7K	Hold	400	–	–	﹤0.01%	234
2016 Q2	$6K	Hold	400	–	–	﹤0.01%	203
2016 Q1	$3K	Hold	400	–	–	﹤0.01%	224
2015 Q4	$5K	Hold	400	–	–	﹤0.01%	171
2015 Q3	$8K	Hold	400	–	–	﹤0.01%	143
2015 Q2	$13K	Hold	400	–	–	0.01%	146
2015 Q1	$13K	Buy	+400	New	+$11.9K	0.01%	150

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 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 $9.84B AUM 26.47% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Roble Belko & Company's ET Position: Q4 2016 in Review

Roble Belko & Company sold out of Energy Transfer Partners (ET) in Q4 2016, closing a stake of 400 shares — an estimated $7K sold.

Roble Belko & Company first reported a position in ET in Q1 2015 and held it in 7 quarters. The position peaked at $13K in Q2 2015. 343 funds tracked by Wall St. Rank hold ET as of Q4 2016.

Roble Belko & Company reported no remaining Energy Transfer Partners position as of Q4 2016 after selling out during the quarter.
Roble Belko & Company sold 400 Energy Transfer Partners shares in Q4 2016, an estimated $7K.
Roble Belko & Company first reported a position in Energy Transfer Partners in Q1 2015 and held it in 7 quarters.
Roble Belko & Company's Energy Transfer Partners position peaked at $13K in Q2 2015.
343 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2016.

Based on Roble Belko & Company's 13F filing for Q4 2016, filed 18 Jan 2017.