Beacon Pointe Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Beacon Pointe 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
2019 Q3	–	Sell	-18,479	Closed	-$259K	–	271
2019 Q2	$259K	Buy	18,479 +16	+0.1%	+$237	0.05%	228
2019 Q1	$284K	Buy	+18,463	New	+$274K	0.06%	212

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

Beacon Pointe Wealth Advisors's ET Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 18,479 shares — an estimated $259K sold.

Beacon Pointe Wealth Advisors first reported a position in ET in Q1 2019 and held it in 2 quarters. The position peaked at $284K in Q1 2019. 738 funds tracked by Wall St. Rank hold ET as of Q3 2019.

Beacon Pointe Wealth Advisors reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 18,479 Energy Transfer Partners shares in Q3 2019, an estimated $259K.
Beacon Pointe Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2019 and held it in 2 quarters.
Beacon Pointe Wealth Advisors's Energy Transfer Partners position peaked at $284K in Q1 2019.
738 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.