WFG Advisors’s Energy Transfer Partners ET Stock Holding History

WFG Advisors’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 Q2	$13K	Hold	700	–	–	﹤0.01%	1056
2017 Q1	$14K	Hold	700	–	–	﹤0.01%	981
2016 Q4	$14K	Buy	700 +589	+531%	+$9.83K	﹤0.01%	1019
2016 Q3	$2K	Buy	111 +1	+0.9%	+$17	﹤0.01%	1396
2016 Q2	$2K	Buy	110 +3	+3%	+$36	﹤0.01%	1376
2016 Q1	$1K	Buy	107 +5	+5%	+$39	﹤0.01%	1410
2015 Q4	$1K	Buy	102 +1	+1%	+$19	﹤0.01%	1448
2015 Q3	$2K	Buy	101 +1	+1%	+$28	﹤0.01%	1402
2015 Q2	$3K	Buy	+100	New	+$3.35K	﹤0.01%	1414
2015 Q1	–	Sell	-2,448	Closed	-$70K	–	1853
2014 Q4	$70K	Hold	2,448	–	–	0.01%	758
2014 Q3	$76K	Sell	2,448 -4,288	-64%	-$126K	0.01%	766
2014 Q2	$199K	Hold	6,736	–	–	0.04%	448
2014 Q1	$157K	Sell	6,736 -23,996	-78%	-$518K	0.03%	487
2013 Q4	$628K	Sell	30,732 -12,936	-30%	-$233K	0.09%	260
2013 Q3	$718K	Sell	43,668 -4,800	-10%	-$76.4K	0.11%	212
2013 Q2	$725K	Buy	+48,468	New	+$708K	0.12%	200

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Neuberger Berman Group

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 Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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