BA
ET icon

Bristol Advisors’s Energy Transfer Partners ET Stock Holding History

Bristol 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
Q1 		$7.82M Sell
508,972
-269,868
-35% -$4.01M 18.2% 2
2018
Q4 		$10.3M Buy
+778,840
New +$11.8M 12.34% 2
2017
Q1 		– Sell
-19,900
Closed -$384K – 64
2016
Q4 		$384K Buy
+19,900
New +$332K 0.39% 43

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bristol Advisors's ET Position: Q1 2019 in Review

Bristol Advisors reduced its Energy Transfer Partners (ET) stake by 35% in Q1 2019, selling an estimated $4.01M and leaving 508,972 shares worth $7.82M. The position accounts for 18.2% of the portfolio, ranked #2.

Bristol Advisors first reported a position in ET in Q4 2016 and has held it in 3 quarters since. The position peaked at $10.3M in Q4 2018. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

  • Bristol Advisors held 508,972 shares of Energy Transfer Partners worth $7.82M as of Q1 2019.
  • Bristol Advisors sold 269,868 Energy Transfer Partners shares in Q1 2019, an estimated $4.01M.
  • Energy Transfer Partners made up 18.2% of Bristol Advisors's portfolio in Q1 2019, its #2 holding.
  • Bristol Advisors first reported a position in Energy Transfer Partners in Q4 2016 and has held it in 3 quarters since.
  • Bristol Advisors's Energy Transfer Partners position peaked at $10.3M in Q4 2018.
  • 737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.