Avestar Capital’s Energy Transfer Partners ET Stock Holding History

Avestar Capital’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 Q3	–	Sell	-7,771	Closed	-$108K	–	383
2019 Q2	$108K	Sell	7,771 -2,636	-25%	-$39K	0.07%	175
2019 Q1	$158K	Buy	10,407 +916	+10%	+$13.6K	0.1%	137
2018 Q4	$124K	Buy	9,491 +4,888	+106%	+$74.2K	0.08%	149
2018 Q3	$76K	Buy	4,603 +325	+8%	+$5.77K	0.04%	228
2018 Q2	$72K	Buy	4,278 +991	+30%	+$16.3K	0.05%	238
2018 Q1	$46K	Buy	3,287 +1,204	+58%	+$20K	0.03%	260
2017 Q4	$35K	Buy	+2,083	New	+$35.5K	0.03%	286

Other funds holding ET

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 Zurich, Switzerland $786B AUM 40.34% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Avestar Capital's ET Position: Q3 2019 in Review

Avestar Capital sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 7,771 shares — an estimated $108K sold.

Avestar Capital first reported a position in ET in Q4 2017 and held it in 7 quarters. The position peaked at $158K in Q1 2019. 738 funds tracked by Wall St. Rank hold ET as of Q3 2019.

Avestar Capital reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 7,771 Energy Transfer Partners shares in Q3 2019, an estimated $108K.
Avestar Capital first reported a position in Energy Transfer Partners in Q4 2017 and held it in 7 quarters.
Avestar Capital's Energy Transfer Partners position peaked at $158K in Q1 2019.
738 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.