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Bruderman Asset Management’s Energy Transfer Partners ET Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-16,596
Closed -$255K – 238
2019
Q1 		$255K Buy
16,596
+111
+0.7% +$1.65K 0.06% 120
2018
Q4 		$218K Buy
+16,485
New +$250K 0.06% 120

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HFA
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bruderman Asset Management's ET Position: Q2 2019 in Review

Bruderman Asset Management sold out of Energy Transfer Partners (ET) in Q2 2019, closing a stake of 16,596 shares — an estimated $255K sold.

Bruderman Asset Management first reported a position in ET in Q4 2018 and held it in 2 quarters. The position peaked at $255K in Q1 2019. 725 funds tracked by Wall St. Rank hold ET as of Q2 2019.

  • Bruderman Asset Management reported no remaining Energy Transfer Partners position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 16,596 Energy Transfer Partners shares in Q2 2019, an estimated $255K.
  • Bruderman Asset Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Energy Transfer Partners position peaked at $255K in Q1 2019.
  • 725 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.