55I LLC’s Energy Transfer Partners ET Stock Holding History

55I LLC’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
2020 Q4	–	Sell	-17,022	Closed	-$92K	–	254
2020 Q3	$92K	Hold	17,022	–	–	0.01%	267
2020 Q2	$121K	Buy	+17,022	New	+$126K	0.02%	204

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCA

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

55I LLC's ET Position: Q4 2020 in Review

55I LLC sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 17,022 shares — an estimated $92K sold.

55I LLC first reported a position in ET in Q2 2020 and held it in 2 quarters. The position peaked at $121K in Q2 2020. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

55I LLC reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
55I LLC sold 17,022 Energy Transfer Partners shares in Q4 2020, an estimated $92K.
55I LLC first reported a position in Energy Transfer Partners in Q2 2020 and held it in 2 quarters.
55I LLC's Energy Transfer Partners position peaked at $121K in Q2 2020.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on 55I LLC's 13F filing for Q4 2020, filed 16 Feb 2021.