1834 Investment Advisors’s Energy Transfer Partners ET Stock Holding History

1834 Investment 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
2021 Q2	–	Sell	-424	Closed	-$3K	–	504
2021 Q1	$3K	Hold	424	–	–	﹤0.01%	442
2020 Q4	$3K	Hold	424	–	–	﹤0.01%	426
2020 Q3	$2K	Hold	424	–	–	﹤0.01%	403
2020 Q2	$3K	Sell	424 -3,961	-90%	-$29.4K	﹤0.01%	403
2020 Q1	$20K	Sell	4,385 -20,700	-83%	-$221K	﹤0.01%	297
2019 Q4	$322K	Hold	25,085	–	–	0.05%	149
2019 Q3	$328K	Buy	25,085 +625	+3%	+$8.71K	0.05%	147
2019 Q2	$345K	Buy	24,460 +3,500	+17%	+$51.8K	0.05%	140
2019 Q1	$322K	Buy	20,960 +15,504	+284%	+$230K	0.05%	144
2018 Q4	$72K	Sell	5,456 -4,944	-48%	-$75.1K	0.01%	243
2018 Q3	$181K	Buy	10,400 +4,200	+68%	+$74.6K	0.03%	200
2018 Q2	$107K	Buy	6,200 +200	+3%	+$3.29K	0.02%	220
2018 Q1	$85K	Hold	6,000	–	–	0.01%	233
2017 Q4	$104K	Buy	+6,000	New	+$102K	0.02%	232

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

1834 Investment Advisors's ET Position: Q2 2021 in Review

1834 Investment Advisors sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 424 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in ET in Q4 2017 and held it in 14 quarters. The position peaked at $345K in Q2 2019. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

1834 Investment Advisors reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
1834 Investment Advisors sold 424 Energy Transfer Partners shares in Q2 2021, an estimated $3K.
1834 Investment Advisors first reported a position in Energy Transfer Partners in Q4 2017 and held it in 14 quarters.
1834 Investment Advisors's Energy Transfer Partners position peaked at $345K in Q2 2019.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on 1834 Investment Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.