Blue Chip Wealth Management’s Energy Transfer Partners ET Stock Holding History

Blue Chip Wealth 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 Q3	$673K	Sell	124,184 -89	-0.1%	-$565	0.53%	46
2020 Q2	$885K	Buy	124,273 +66,172	+114%	+$490K	0.84%	32
2020 Q1	$267K	Buy	+58,101	New	+$619K	0.33%	70
2019 Q2	–	Sell	-12,277	Closed	-$189K	–	97
2019 Q1	$189K	Hold	12,277	–	–	0.21%	91
2018 Q4	$162K	Buy	+12,277	New	+$186K	0.21%	84

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Chip Wealth Management's ET Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Energy Transfer Partners (ET) stake by 0.07% in Q3 2020, selling an estimated $565 and leaving 124,184 shares worth $673K. The position accounts for 0.53% of the portfolio, ranked #46.

Blue Chip Wealth Management first reported a position in ET in Q4 2018 and has held it in 5 quarters since. The position peaked at $885K in Q2 2020. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Blue Chip Wealth Management held 124,184 shares of Energy Transfer Partners worth $673K as of Q3 2020.
Blue Chip Wealth Management sold 89 Energy Transfer Partners shares in Q3 2020, an estimated $565.
Energy Transfer Partners made up 0.53% of Blue Chip Wealth Management's portfolio in Q3 2020, its #46 holding.
Blue Chip Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 5 quarters since.
Blue Chip Wealth Management's Energy Transfer Partners position peaked at $885K in Q2 2020.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.