Advisor Group’s Energy Transfer Partners ET Stock Holding History

Advisor Group’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
2019 Q4	$8.17M	Buy	636,994 +126,471	+25%	+$1.56M	0.06%	279
2019 Q3	$6.68M	Buy	510,523 +136,083	+36%	+$1.9M	0.05%	322
2019 Q2	$5.27M	Buy	374,440 +12,957	+4%	+$192K	0.04%	373
2019 Q1	$5.55M	Buy	361,483 +28,400	+9%	+$422K	0.05%	348
2018 Q4	$4.4M	Buy	333,083 +299,524	+893%	+$4.55M	0.04%	348
2018 Q3	$585K	Buy	33,559 +10,033	+43%	+$178K	0.01%	1343
2018 Q2	$406K	Buy	23,526 +1,221	+5%	+$20.1K	0.01%	1464
2018 Q1	$317K	Sell	22,305 -4,220	-16%	-$70.1K	﹤0.01%	1643
2017 Q4	$458K	Buy	26,525 +62	+0.2%	+$1.06K	0.01%	1383
2017 Q3	$459K	Buy	26,463 +137	+0.5%	+$2.4K	0.01%	1262
2017 Q2	$473K	Sell	26,326 -1,494	-5%	-$26.6K	0.01%	1177
2017 Q1	$549K	Buy	27,820 +2,595	+10%	+$48.9K	0.01%	1018
2016 Q4	$487K	Buy	25,225 +1,924	+8%	+$32.1K	0.01%	1033
2016 Q3	$391K	Buy	23,301 +845	+4%	+$14.3K	0.01%	1116
2016 Q2	$320K	Buy	+22,456	New	+$268K	0.01%	1168

Other funds holding ET

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return