Beese Fulmer Investment Management’s Energy Transfer Partners ET Stock Holding History

Beese Fulmer Investment Management’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	–	Sell	-11,557	Closed	-$63K	–	212
2020 Q3	$63K	Buy	11,557 +2,000	+21%	+$12.7K	0.01%	193
2020 Q2	$68K	Sell	9,557 -2,848	-23%	-$21.1K	0.01%	289
2020 Q1	$57K	Buy	12,405 +231	+2%	+$2.46K	0.01%	178
2019 Q4	$156K	Buy	+12,174	New	+$150K	0.02%	197

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Beese Fulmer Investment Management's ET Position: Q4 2020 in Review

Beese Fulmer Investment Management sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 11,557 shares — an estimated $63K sold.

Beese Fulmer Investment Management first reported a position in ET in Q4 2019 and held it in 4 quarters. The position peaked at $156K in Q4 2019. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Beese Fulmer Investment Management reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 11,557 Energy Transfer Partners shares in Q4 2020, an estimated $63K.
Beese Fulmer Investment Management first reported a position in Energy Transfer Partners in Q4 2019 and held it in 4 quarters.
Beese Fulmer Investment Management's Energy Transfer Partners position peaked at $156K in Q4 2019.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.