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Chessman Wealth Strategies RIA’s Energy Transfer Partners ET Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-6,384
Closed -$111K – 68
2018
Q3 		$111K Buy
+6,384
New +$113K 0.1% 38

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Chessman Wealth Strategies RIA's ET Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Energy Transfer Partners (ET) in Q4 2018, closing a stake of 6,384 shares — an estimated $111K sold.

Chessman Wealth Strategies RIA first reported a position in ET in Q3 2018 and held it in 1 quarter. The position peaked at $111K in Q3 2018. 730 funds tracked by Wall St. Rank hold ET as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Energy Transfer Partners position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 6,384 Energy Transfer Partners shares in Q4 2018, an estimated $111K.
  • Chessman Wealth Strategies RIA first reported a position in Energy Transfer Partners in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Energy Transfer Partners position peaked at $111K in Q3 2018.
  • 730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.