Rockefeller Financial Services’s Energy Transfer Partners ET Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$11K	Sell	646 -750	-54%	-$12.8K	﹤0.01%	494
2017 Q3	$24K	Sell	1,396 -4,470	-76%	-$78.2K	﹤0.01%	466
2017 Q2	$105K	Sell	5,866 -700	-11%	-$12.5K	﹤0.01%	337
2017 Q1	$129K	Sell	6,566 -12,000	-65%	-$226K	﹤0.01%	337
2016 Q4	$358K	Buy	18,566 +12,000	+183%	+$200K	0.01%	276
2016 Q3	$110K	Hold	6,566	–	–	﹤0.01%	345
2016 Q2	$95K	Hold	6,566	–	–	﹤0.01%	361
2016 Q1	$47K	Hold	6,566	–	–	﹤0.01%	428
2015 Q4	$90K	Buy	6,566 +646	+11%	+$12.1K	﹤0.01%	395
2015 Q3	$123K	Hold	5,920	–	–	﹤0.01%	363
2015 Q2	$190K	Sell	5,920 -300	-5%	-$10.1K	﹤0.01%	322
2015 Q1	$197K	Buy	+6,220	New	+$184K	﹤0.01%	321
2014 Q4	–	Sell	-2,500	Closed	-$77K	–	493
2014 Q3	$77K	Hold	2,500	–	–	﹤0.01%	385
2014 Q2	$74K	Sell	2,500 -700	-22%	-$17.7K	﹤0.01%	396
2014 Q1	$75K	Hold	3,200	–	–	﹤0.01%	408
2013 Q4	$65K	Hold	3,200	–	–	﹤0.01%	403
2013 Q3	$53K	Hold	3,200	–	–	﹤0.01%	412
2013 Q2	$48K	Buy	+3,200	New	+$46.7K	﹤0.01%	419

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

TCA

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

CCM

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

Rockefeller Financial Services's ET Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Energy Transfer Partners (ET) stake by 54% in Q4 2017, selling an estimated $12.8K and leaving 646 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Rockefeller Financial Services first reported a position in ET in Q2 2013 and has held it in 18 quarters since. The position peaked at $358K in Q4 2016. 395 funds tracked by Wall St. Rank hold ET as of Q4 2017.

Rockefeller Financial Services held 646 shares of Energy Transfer Partners worth $11K as of Q4 2017.
Rockefeller Financial Services sold 750 Energy Transfer Partners shares in Q4 2017, an estimated $12.8K.
Energy Transfer Partners made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #494 holding.
Rockefeller Financial Services first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 18 quarters since.
Rockefeller Financial Services's Energy Transfer Partners position peaked at $358K in Q4 2016.
395 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.