BCWM LLC’s Energy Transfer Partners ET Stock Holding History

BCWM LLC’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 Q4	–	Sell	-14,963	Closed	-$196K	–	68
2019 Q3	$196K	Hold	14,963	–	–	0.08%	67
2019 Q2	$211K	Buy	14,963 +379	+3%	+$5.61K	0.08%	70
2019 Q1	$224K	Hold	14,584	–	–	0.1%	66
2018 Q4	$1.93M	Buy	+14,584	New	+$221K	0.09%	72

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

BCWM LLC's ET Position: Q4 2019 in Review

BCWM LLC sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 14,963 shares — an estimated $196K sold.

BCWM LLC first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $1.93M in Q4 2018. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

BCWM LLC reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
BCWM LLC sold 14,963 Energy Transfer Partners shares in Q4 2019, an estimated $196K.
BCWM LLC first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
BCWM LLC's Energy Transfer Partners position peaked at $1.93M in Q4 2018.
796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on BCWM LLC's 13F filing for Q4 2019, filed 6 Feb 2020.