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

Aevitas 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
2019
Q2 		– Sell
-10,230
Closed -$157K – 174
2019
Q1 		$157K Sell
10,230
-684
-6% -$10.2K 0.14% 113
2018
Q4 		$144K Sell
10,914
-884
-7% -$13.4K 0.15% 116
2018
Q3 		$206K Buy
11,798
+97
+0.8% +$1.72K 0.19% 99
2018
Q2 		$202K Buy
11,701
+97
+0.8% +$1.59K 0.2% 102
2018
Q1 		$165K Sell
11,604
-1,506
-11% -$25K 0.16% 110
2017
Q4 		$226K Buy
+13,110
New +$223K 0.21% 96

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
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Aevitas Wealth Management's ET Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2019, closing a stake of 10,230 shares — an estimated $157K sold.

Aevitas Wealth Management first reported a position in ET in Q4 2017 and held it in 6 quarters. The position peaked at $226K in Q4 2017. 725 funds tracked by Wall St. Rank hold ET as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 10,230 Energy Transfer Partners shares in Q2 2019, an estimated $157K.
  • Aevitas Wealth Management first reported a position in Energy Transfer Partners in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Energy Transfer Partners position peaked at $226K in Q4 2017.
  • 725 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.