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Bel Air Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Bel Air Investment 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 		$273K Hold
25,640
– – 0.01% 327
2021
Q1 		$197K Buy
+25,640
New +$187K 0.01% 408
2013
Q3 		$3.81M Hold
231,544
– – 0.53% 32
2013
Q2 		$3.46M Buy
+231,544
New +$3.38M 0.51% 33

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Bel Air Investment Advisors's ET Position: Q2 2021 in Review

Bel Air Investment Advisors held its Energy Transfer Partners (ET) position steady in Q2 2021 at 25,640 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #327.

Bel Air Investment Advisors first reported a position in ET in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.81M in Q3 2013. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

  • Bel Air Investment Advisors held 25,640 shares of Energy Transfer Partners worth $273K as of Q2 2021.
  • Bel Air Investment Advisors left its Energy Transfer Partners share count unchanged in Q2 2021.
  • Energy Transfer Partners made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #327 holding.
  • Bel Air Investment Advisors first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Energy Transfer Partners position peaked at $3.81M in Q3 2013.
  • 748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.