BTR Capital Management’s Energy Transfer Partners ET Stock Holding History

BTR Capital 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 Q2	–	Sell	-21,771	Closed	-$100K	–	155
2020 Q1	$100K	Hold	21,771	–	–	0.02%	144
2019 Q4	$279K	Hold	21,771	–	–	0.05%	137
2019 Q3	$285K	Buy	21,771 +246	+1%	+$3.43K	0.05%	133
2019 Q2	$303K	Hold	21,525	–	–	0.06%	133
2019 Q1	$331K	Hold	21,525	–	–	0.06%	131
2018 Q4	$284K	Buy	+21,525	New	+$327K	0.06%	137

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

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

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

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

CCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BTR Capital Management's ET Position: Q2 2020 in Review

BTR Capital Management sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 21,771 shares — an estimated $100K sold.

BTR Capital Management first reported a position in ET in Q4 2018 and held it in 6 quarters. The position peaked at $331K in Q1 2019. 772 funds tracked by Wall St. Rank hold ET as of Q2 2020.

BTR Capital Management reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
BTR Capital Management sold 21,771 Energy Transfer Partners shares in Q2 2020, an estimated $100K.
BTR Capital Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 6 quarters.
BTR Capital Management's Energy Transfer Partners position peaked at $331K in Q1 2019.
772 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on BTR Capital Management's 13F filing for Q2 2020, filed 23 Jul 2020.