CA Family Wealth’s Energy Transfer Partners ET Stock Holding History

CA Family Wealth’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	-34,495	Closed	-$443K	–	79
2019 Q4	$443K	Buy	+34,495	New	+$425K	0.3%	28

Other funds holding ET

HFA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CA Family Wealth's ET Position: Q1 2020 in Review

CA Family Wealth sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 34,495 shares — an estimated $443K sold.

CA Family Wealth first reported a position in ET in Q4 2019 and held it in 1 quarter. The position peaked at $443K in Q4 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

CA Family Wealth reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 34,495 Energy Transfer Partners shares in Q1 2020, an estimated $443K.
CA Family Wealth first reported a position in Energy Transfer Partners in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Energy Transfer Partners position peaked at $443K in Q4 2019.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.