Boston Financial Management’s Energy Transfer Partners ET Stock Holding History

Boston Financial 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 Q1	–	Sell	-13,622	Closed	-$175K	–	271
2019 Q4	$175K	Sell	13,622 -7,680	-36%	-$94.6K	0.01%	234
2019 Q3	$279K	Sell	21,302 -4,494	-17%	-$62.7K	0.02%	223
2019 Q2	$363K	Hold	25,796	–	–	0.02%	209
2019 Q1	$396K	Buy	25,796 +1,500	+6%	+$22.3K	0.02%	204
2018 Q4	$321K	Buy	+24,296	New	+$369K	0.02%	222

Other funds holding ET

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

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

TCA

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Financial Management's ET Position: Q1 2020 in Review

Boston Financial Management sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 13,622 shares — an estimated $175K sold.

Boston Financial Management first reported a position in ET in Q4 2018 and held it in 5 quarters. The position peaked at $396K in Q1 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Boston Financial Management reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Boston Financial Management sold 13,622 Energy Transfer Partners shares in Q1 2020, an estimated $175K.
Boston Financial Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 5 quarters.
Boston Financial Management's Energy Transfer Partners position peaked at $396K in Q1 2019.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Boston Financial Management's 13F filing for Q1 2020, filed 5 May 2020.