ARS Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

ARS Wealth Advisors’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
2021 Q2	$370K	Sell	34,830 -2,500	-7%	-$24K	0.07%	98
2021 Q1	$287K	Buy	37,330 +3,375	+10%	+$24.6K	0.06%	99
2020 Q4	$210K	Sell	33,955 -1,220	-3%	-$7.38K	0.05%	116
2020 Q3	$191K	Buy	35,175 +4,495	+15%	+$28.5K	0.05%	104
2020 Q2	$218K	Hold	30,680	–	–	0.07%	90
2020 Q1	$141K	Buy	30,680 +6,000	+24%	+$63.9K	0.06%	89
2019 Q4	$317K	Hold	24,680	–	–	0.09%	81
2019 Q3	$323K	Sell	24,680 -100	-0.4%	-$1.39K	0.1%	76
2019 Q2	$349K	Hold	24,780	–	–	0.11%	79
2019 Q1	$381K	Hold	24,780	–	–	0.12%	76
2018 Q4	$327K	Buy	+24,780	New	+$376K	0.12%	78

Other funds holding ET

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

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

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

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

TCA

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

ARS Wealth Advisors's ET Position: Q2 2021 in Review

ARS Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 6.7% in Q2 2021, selling an estimated $24K and leaving 34,830 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #98.

ARS Wealth Advisors first reported a position in ET in Q4 2018 and has held it in 11 quarters since. The position peaked at $381K in Q1 2019. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

ARS Wealth Advisors held 34,830 shares of Energy Transfer Partners worth $370K as of Q2 2021.
ARS Wealth Advisors sold 2,500 Energy Transfer Partners shares in Q2 2021, an estimated $24K.
Energy Transfer Partners made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #98 holding.
ARS Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 11 quarters since.
ARS Wealth Advisors's Energy Transfer Partners position peaked at $381K in Q1 2019.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.