Capstone Financial Group’s Energy Transfer Partners ET Stock Holding History

Capstone Financial Group’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 Q3	–	Sell	-15,150	Closed	-$96K	–	164
2020 Q2	$96K	Sell	15,150 -832	-5%	-$6.17K	0.08%	100
2020 Q1	$74K	Buy	+15,982	New	+$170K	0.08%	104

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

TCA

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

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

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

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

CCM

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

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

Capstone Financial Group's ET Position: Q3 2020 in Review

Capstone Financial Group sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 15,150 shares — an estimated $96K sold.

Capstone Financial Group first reported a position in ET in Q1 2020 and held it in 2 quarters. The position peaked at $96K in Q2 2020. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Capstone Financial Group reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
Capstone Financial Group sold 15,150 Energy Transfer Partners shares in Q3 2020, an estimated $96K.
Capstone Financial Group first reported a position in Energy Transfer Partners in Q1 2020 and held it in 2 quarters.
Capstone Financial Group's Energy Transfer Partners position peaked at $96K in Q2 2020.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.