Burt Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-1,520	Closed	-$9K	–	175
2020 Q4	$9K	Hold	1,520	–	–	﹤0.01%	285
2020 Q3	$8K	Hold	1,520	–	–	﹤0.01%	289
2020 Q2	$11K	Hold	1,520	–	–	﹤0.01%	260
2020 Q1	$7K	Hold	1,520	–	–	﹤0.01%	284
2019 Q4	$20K	Hold	1,520	–	–	0.01%	240
2019 Q3	$20K	Hold	1,520	–	–	0.01%	234
2019 Q2	$21K	Hold	1,520	–	–	0.01%	232
2019 Q1	$23K	Hold	1,520	–	–	0.01%	226
2018 Q4	$20K	Hold	1,520	–	–	0.01%	234
2018 Q3	$26K	Hold	1,520	–	–	0.01%	228
2018 Q2	$26K	Hold	1,520	–	–	0.01%	226
2018 Q1	$22K	Hold	1,520	–	–	0.01%	245
2017 Q4	$26K	Hold	1,520	–	–	0.02%	230
2017 Q3	$26K	Hold	1,520	–	–	0.02%	220
2017 Q2	$27K	Hold	1,520	–	–	0.02%	237
2017 Q1	$30K	Hold	1,520	–	–	0.02%	203
2016 Q4	$29K	Hold	1,520	–	–	0.03%	207
2016 Q3	$25K	Hold	1,520	–	–	0.03%	203
2016 Q2	$21K	Sell	1,520 -500	-25%	-$5.96K	0.02%	212
2016 Q1	$14K	Buy	+2,020	New	+$15.9K	0.01%	289

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

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

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

TCA

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

Burt Wealth Advisors's ET Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 1,520 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in ET in Q1 2016 and held it in 20 quarters. The position peaked at $30K in Q1 2017. 735 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Burt Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,520 Energy Transfer Partners shares in Q1 2021, an estimated $9K.
Burt Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2016 and held it in 20 quarters.
Burt Wealth Advisors's Energy Transfer Partners position peaked at $30K in Q1 2017.
735 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.