U
ET icon

UBS’s Energy Transfer Partners ET Stock Holding History

UBS’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
Q3 		$2.5M Buy
81,000
+51,600
+176% +$1.52M ﹤0.01% 2692
2014
Q2 		$866K Buy
29,400
+4,200
+17% +$106K ﹤0.01% 3690
2014
Q1 		$589K Buy
25,200
+10,800
+75% +$233K ﹤0.01% 4062
2013
Q4 		$294K Buy
14,400
+3,200
+29% +$57.6K ﹤0.01% 4876
2013
Q3 		$184K Buy
11,200
+1,200
+12% +$19.1K ﹤0.01% 5278
2013
Q2 		$150K Buy
+10,000
New +$146K ﹤0.01% 5417

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS's ET Position: Q3 2014 in Review

UBS increased its Energy Transfer Partners (ET) stake by 39% in Q3 2014, buying an estimated $144M and bringing the position to 17,439,860 shares worth $538M. The position accounts for 0.4% of the portfolio, ranked #33.

UBS first reported a position in ET in Q2 2013 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold ET as of Q3 2014.

  • UBS held 17,439,860 shares of Energy Transfer Partners worth $538M as of Q3 2014.
  • UBS bought 4,915,722 Energy Transfer Partners shares in Q3 2014, an estimated $144M.
  • Energy Transfer Partners made up 0.4% of UBS's portfolio in Q3 2014, its #33 holding.
  • UBS first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.