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Bernardo Wealth Planning’s Energy Transfer Partners ET Stock Holding History

Bernardo Wealth Planning’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
-16,248
Closed -$88K – 174
2020
Q3 		$88K Buy
16,248
+3,944
+32% +$25K 0.04% 155
2020
Q2 		$87K Buy
+12,304
New +$91.2K 0.05% 138

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bernardo Wealth Planning's ET Position: Q4 2020 in Review

Bernardo Wealth Planning sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 16,248 shares — an estimated $88K sold.

Bernardo Wealth Planning first reported a position in ET in Q2 2020 and held it in 2 quarters. The position peaked at $88K in Q3 2020. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

  • Bernardo Wealth Planning reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 16,248 Energy Transfer Partners shares in Q4 2020, an estimated $88K.
  • Bernardo Wealth Planning first reported a position in Energy Transfer Partners in Q2 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's Energy Transfer Partners position peaked at $88K in Q3 2020.
  • 753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Bernardo Wealth Planning's 13F filing for Q4 2020, filed 1 Feb 2021.