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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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Advisor Group's ET Position: Q4 2019 in Review

Advisor Group increased its Energy Transfer Partners (ET) stake by 25% in Q4 2019, buying an estimated $1.56M and bringing the position to 636,994 shares worth $8.17M. The position accounts for 0.06% of the portfolio, ranked #279.

Advisor Group first reported a position in ET in Q2 2016 and has held it in 15 quarters since. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

  • Advisor Group held 636,994 shares of Energy Transfer Partners worth $8.17M as of Q4 2019.
  • Advisor Group bought 126,471 Energy Transfer Partners shares in Q4 2019, an estimated $1.56M.
  • Energy Transfer Partners made up 0.06% of Advisor Group's portfolio in Q4 2019, its #279 holding.
  • Advisor Group first reported a position in Energy Transfer Partners in Q2 2016 and has held it in 15 quarters since.
  • 796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.