Signature Financial Management’s Energy Transfer Partners ET Stock Holding History

Signature Financial Management’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	$495K	Buy	37,445 +5,789	+18%	+$87.9K	0.12%	72
2018 Q3	$552K	Buy	31,656 +304	+1%	+$5.4K	0.1%	85
2018 Q2	$541K	Sell	31,352 -5,589	-15%	-$91.8K	0.11%	86
2018 Q1	$525K	Buy	36,941 +428	+1%	+$7.11K	0.11%	79
2017 Q4	$631K	Sell	36,513 -29,886	-45%	-$509K	0.17%	57
2017 Q3	$1.15M	Sell	66,399 -761	-1%	-$13.3K	0.35%	45
2017 Q2	$1.21M	Buy	67,160 +538	+0.8%	+$9.57K	0.38%	41
2017 Q1	$1.31M	Buy	66,622 +10,606	+19%	+$200K	0.42%	40
2016 Q4	$1.08M	Hold	56,016	–	–	0.41%	44
2016 Q3	$941K	Buy	56,016 +13,200	+31%	+$223K	0.38%	45
2016 Q2	$614K	Buy	+42,816	New	+$510K	0.29%	46

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 17.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Signature Financial Management's ET Position: Q4 2018 in Review

Signature Financial Management increased its Energy Transfer Partners (ET) stake by 18% in Q4 2018, buying an estimated $87.9K and bringing the position to 37,445 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #72.

Signature Financial Management first reported a position in ET in Q2 2016 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2017. 730 funds tracked by Wall St. Rank hold ET as of Q4 2018.

Signature Financial Management held 37,445 shares of Energy Transfer Partners worth $495K as of Q4 2018.
Signature Financial Management bought 5,789 Energy Transfer Partners shares in Q4 2018, an estimated $87.9K.
Energy Transfer Partners made up 0.12% of Signature Financial Management's portfolio in Q4 2018, its #72 holding.
Signature Financial Management first reported a position in Energy Transfer Partners in Q2 2016 and has held it in 11 quarters since.
Signature Financial Management's Energy Transfer Partners position peaked at $1.31M in Q1 2017.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.