Aperio Group’s Energy Transfer Partners ET Stock Holding History

Aperio 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
2020 Q4	$384K	Hold	62,076	–	–	﹤0.01%	2080
2020 Q3	$336K	Hold	62,076	–	–	﹤0.01%	2019
2020 Q2	$442K	Sell	62,076 -1,825	-3%	-$13.5K	﹤0.01%	1819
2020 Q1	$294K	Hold	63,901	–	–	﹤0.01%	1913
2019 Q4	$820K	Buy	63,901 +15,775	+33%	+$194K	﹤0.01%	1541
2019 Q3	$629K	Sell	48,126 -1,400	-3%	-$19.5K	﹤0.01%	1632
2019 Q2	$697K	Sell	49,526 -1,016	-2%	-$15K	﹤0.01%	1596
2019 Q1	$777K	Buy	+50,542	New	+$751K	﹤0.01%	1494
2018 Q3	–	Sell	-17,286	Closed	-$298K	–	2293
2018 Q2	$298K	Buy	+17,286	New	+$284K	﹤0.01%	2000

Other funds holding ET

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCA

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aperio Group's ET Position: Q4 2020 in Review

Aperio Group held its Energy Transfer Partners (ET) position steady in Q4 2020 at 62,076 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Aperio Group first reported a position in ET in Q2 2018 and has held it in 9 quarters since. The position peaked at $820K in Q4 2019. 754 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Aperio Group held 62,076 shares of Energy Transfer Partners worth $384K as of Q4 2020.
Aperio Group left its Energy Transfer Partners share count unchanged in Q4 2020.
Energy Transfer Partners made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2080 holding.
Aperio Group first reported a position in Energy Transfer Partners in Q2 2018 and has held it in 9 quarters since.
Aperio Group's Energy Transfer Partners position peaked at $820K in Q4 2019.
754 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.