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Belvedere Advisors’s Energy Transfer Partners ET Stock Holding History

Belvedere 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
Q2 		– Sell
-1,175
Closed -$18K – 34
2019
Q1 		$18K Buy
+1,175
New +$17.5K 0.23% 42

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Invesco
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AA
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KACA
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Belvedere Advisors's ET Position: Q2 2019 in Review

Belvedere Advisors sold out of Energy Transfer Partners (ET) in Q2 2019, closing a stake of 1,175 shares — an estimated $18K sold.

Belvedere Advisors first reported a position in ET in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 725 funds tracked by Wall St. Rank hold ET as of Q2 2019.

  • Belvedere Advisors reported no remaining Energy Transfer Partners position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 1,175 Energy Transfer Partners shares in Q2 2019, an estimated $18K.
  • Belvedere Advisors first reported a position in Energy Transfer Partners in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's Energy Transfer Partners position peaked at $18K in Q1 2019.
  • 725 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.