Acorn Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Acorn Wealth 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
2018 Q3	–	Sell	-748	Closed	-$13K	–	203
2018 Q2	$13K	Buy	748 +4	+0.5%	+$66	0.01%	464
2018 Q1	$12K	Sell	744 -501	-40%	-$8.33K	0.01%	475
2017 Q4	$21K	Buy	+1,245	New	+$21.2K	0.02%	367

Other funds holding ET

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

HFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

CCM

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

Acorn Wealth Advisors's ET Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Energy Transfer Partners (ET) in Q3 2018, closing a stake of 748 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in ET in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 401 funds tracked by Wall St. Rank hold ET as of Q3 2018.

Acorn Wealth Advisors reported no remaining Energy Transfer Partners position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 748 Energy Transfer Partners shares in Q3 2018, an estimated $13K.
Acorn Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Energy Transfer Partners position peaked at $21K in Q4 2017.
401 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.