Berman Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Berman Capital 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 Q3	$60K	Hold	6,430	–	–	0.01%	605
2021 Q2	$67K	Hold	6,430	–	–	0.01%	485
2021 Q1	$48K	Hold	6,430	–	–	0.01%	495
2020 Q4	$39K	Sell	6,430 -2,900	-31%	-$17.5K	0.01%	472
2020 Q3	$49K	Sell	9,330 -70,470	-88%	-$447K	0.01%	345
2020 Q2	$568K	Buy	79,800 +50,000	+168%	+$371K	0.15%	64
2020 Q1	$136K	Sell	29,800 -5,983	-17%	-$63.8K	0.04%	156
2019 Q4	$458K	Buy	35,783 +2,121	+6%	+$26.1K	0.13%	72
2019 Q3	$439K	Sell	33,662 -652	-2%	-$9.09K	0.14%	75
2019 Q2	$481K	Buy	34,314 +1,412	+4%	+$20.9K	0.15%	65
2019 Q1	$504K	Buy	32,902 +30	+0.1%	+$446	0.17%	65
2018 Q4	$433K	Buy	32,872 +1,694	+5%	+$25.7K	0.17%	56
2018 Q3	$543K	Hold	31,178	–	–	0.23%	53
2018 Q2	$538K	Sell	31,178 -1,340	-4%	-$22K	0.19%	57
2018 Q1	$462K	Buy	32,518 +2,040	+7%	+$33.9K	0.18%	58
2017 Q4	$526K	Buy	+30,478	New	+$519K	0.17%	55

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Berman Capital Advisors's ET Position: Q3 2021 in Review

Berman Capital Advisors held its Energy Transfer Partners (ET) position steady in Q3 2021 at 6,430 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #605.

Berman Capital Advisors first reported a position in ET in Q4 2017 and has held it in 16 quarters since. The position peaked at $568K in Q2 2020. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Berman Capital Advisors held 6,430 shares of Energy Transfer Partners worth $60K as of Q3 2021.
Berman Capital Advisors left its Energy Transfer Partners share count unchanged in Q3 2021.
Energy Transfer Partners made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #605 holding.
Berman Capital Advisors first reported a position in Energy Transfer Partners in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's Energy Transfer Partners position peaked at $568K in Q2 2020.
767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.