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1IA
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
Shares
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
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AA
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$21.3B AUM
21.71%
1-Year Est. Return
TCA
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$9.6B AUM
19.53%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
KACA
Kayne Anderson Capital Advisors
Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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