Adams Wealth Management’s Energy Transfer Partners ET Stock Holding History

Adams Wealth Management’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	-1,150	Closed	-$6K	–	158
2020 Q3	$6K	Buy	+1,150	New	+$7.3K	﹤0.01%	213
2020 Q1	–	Sell	-12,168	Closed	-$156K	–	76
2019 Q4	$156K	Buy	+12,168	New	+$150K	0.13%	91

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

Adams Wealth Management's ET Position: Q4 2020 in Review

Adams Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 1,150 shares — an estimated $6K sold.

Adams Wealth Management first reported a position in ET in Q4 2019 and held it in 2 quarters. The position peaked at $156K in Q4 2019. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Adams Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 1,150 Energy Transfer Partners shares in Q4 2020, an estimated $6K.
Adams Wealth Management first reported a position in Energy Transfer Partners in Q4 2019 and held it in 2 quarters.
Adams Wealth Management's Energy Transfer Partners position peaked at $156K in Q4 2019.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.