Adero Partners’s Energy Transfer Partners ET Stock Holding History

Adero Partners’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 Q2	–	Sell	-30,758	Closed	-$141K	–	77
2020 Q1	$141K	Buy	+30,758	New	+$328K	0.23%	65

Other funds holding ET

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

TCA

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Adero Partners's ET Position: Q2 2020 in Review

Adero Partners sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 30,758 shares — an estimated $141K sold.

Adero Partners first reported a position in ET in Q1 2020 and held it in 1 quarter. The position peaked at $141K in Q1 2020. 770 funds tracked by Wall St. Rank hold ET as of Q2 2020.

Adero Partners reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
Adero Partners sold 30,758 Energy Transfer Partners shares in Q2 2020, an estimated $141K.
Adero Partners first reported a position in Energy Transfer Partners in Q1 2020 and held it in 1 quarter.
Adero Partners's Energy Transfer Partners position peaked at $141K in Q1 2020.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on Adero Partners's 13F filing for Q2 2020, filed 14 Jul 2020.