WIL
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Winifred I. Li’s Energy Transfer Partners ET Stock Holding History

Winifred I. Li’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
Q4 		$385K Hold
13,416
– – 0.36% 77
2014
Q3 		$414K Hold
13,416
– – 0.4% 76
2014
Q2 		$395K Hold
13,416
– – 0.34% 91
2014
Q1 		$314K Hold
13,416
– – 0.27% 104
2013
Q4 		$274K Hold
13,416
– – 0.24% 110
2013
Q3 		$221K Hold
13,416
– – 0.2% 117
2013
Q2 		$201K Buy
+13,416
New +$196K 0.19% 122

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Winifred I. Li's ET Position: Q4 2014 in Review

Winifred I. Li held its Energy Transfer Partners (ET) position steady in Q4 2014 at 13,416 shares worth $385K. The position accounts for 0.36% of the portfolio, ranked #77.

Winifred I. Li first reported a position in ET in Q2 2013 and has held it in 7 quarters since. The position peaked at $414K in Q3 2014. 390 funds tracked by Wall St. Rank hold ET as of Q4 2014.

  • Winifred I. Li held 13,416 shares of Energy Transfer Partners worth $385K as of Q4 2014.
  • Winifred I. Li left its Energy Transfer Partners share count unchanged in Q4 2014.
  • Energy Transfer Partners made up 0.36% of Winifred I. Li's portfolio in Q4 2014, its #77 holding.
  • Winifred I. Li first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Energy Transfer Partners position peaked at $414K in Q3 2014.
  • 390 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.