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 $1.89T AUM 35.08% 1-Year Est. Return

HFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

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

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

CCM

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

WFG Advisors's ET Position: Q2 2017 in Review

WFG Advisors held its Energy Transfer Partners (ET) position steady in Q2 2017 at 700 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

WFG Advisors first reported a position in ET in Q2 2013 and has held it in 16 quarters since. The position peaked at $725K in Q2 2013. 359 funds tracked by Wall St. Rank hold ET as of Q2 2017.

WFG Advisors held 700 shares of Energy Transfer Partners worth $13K as of Q2 2017.
WFG Advisors left its Energy Transfer Partners share count unchanged in Q2 2017.
Energy Transfer Partners made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1056 holding.
WFG Advisors first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's Energy Transfer Partners position peaked at $725K in Q2 2013.
359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.