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

Alterna 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 Q2	–	Sell	-17,025	Closed	-$78K	–	101
2020 Q1	$78K	Buy	+17,025	New	+$181K	0.11%	71
2019 Q4	–	Sell	-15,821	Closed	-$207K	–	121
2019 Q3	$207K	Buy	15,821 +3,680	+30%	+$51.3K	0.24%	112
2019 Q2	$171K	Sell	12,141 -273	-2%	-$4.04K	0.21%	86
2019 Q1	$191K	Buy	+12,414	New	+$184K	0.16%	89

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $5.1B AUM 17.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Alterna Wealth Management's ET Position: Q2 2020 in Review

Alterna Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 17,025 shares — an estimated $78K sold.

Alterna Wealth Management first reported a position in ET in Q1 2019 and held it in 4 quarters. The position peaked at $207K in Q3 2019. 772 funds tracked by Wall St. Rank hold ET as of Q2 2020.

Alterna Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
Alterna Wealth Management sold 17,025 Energy Transfer Partners shares in Q2 2020, an estimated $78K.
Alterna Wealth Management first reported a position in Energy Transfer Partners in Q1 2019 and held it in 4 quarters.
Alterna Wealth Management's Energy Transfer Partners position peaked at $207K in Q3 2019.
772 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on Alterna Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.