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

Cypress 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
2019 Q1	$4.35M	Sell	283,225 -24,084	-8%	-$358K	4.98%	2
2018 Q4	$4.06M	Buy	307,309 +115,509	+60%	+$1.75M	5.58%	2
2018 Q3	$3.34M	Sell	191,800 -13,975	-7%	-$248K	3.51%	4
2018 Q2	$3.55M	Sell	205,775 -13,175	-6%	-$216K	3.84%	3
2018 Q1	$3.11M	Sell	218,950 -675	-0.3%	-$11.2K	3.37%	6
2017 Q4	$3.79M	Buy	219,625 +207,350	+1,689%	+$3.53M	3.63%	5
2017 Q3	$213K	Sell	12,275 -8,300	-40%	-$145K	0.34%	56
2017 Q2	$370K	Sell	20,575 -79,500	-79%	-$1.41M	0.43%	51
2017 Q1	$1.97M	Sell	100,075 -4,425	-4%	-$83.3K	0.9%	25
2016 Q4	$2.02M	Sell	104,500 -200	-0.2%	-$3.34K	0.92%	27
2016 Q3	$1.76M	Buy	104,700 +39,625	+61%	+$669K	0.79%	30
2016 Q2	$935K	Buy	65,075 +2,800	+4%	+$33.4K	0.46%	53
2016 Q1	$444K	Buy	62,275 +3,055	+5%	+$24K	0.2%	106
2015 Q4	$814K	Hold	59,220	–	–	0.41%	52
2015 Q3	$1.23M	Hold	59,220	–	–	0.67%	33
2015 Q2	$1.9M	Buy	+59,220	New	+$1.98M	1.11%	23

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cypress Wealth Advisors's ET Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 7.8% in Q1 2019, selling an estimated $358K and leaving 283,225 shares worth $4.35M. The position accounts for 4.98% of the portfolio, ranked #2.

Cypress Wealth Advisors first reported a position in ET in Q2 2015 and has held it in 16 quarters since. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

Cypress Wealth Advisors held 283,225 shares of Energy Transfer Partners worth $4.35M as of Q1 2019.
Cypress Wealth Advisors sold 24,084 Energy Transfer Partners shares in Q1 2019, an estimated $358K.
Energy Transfer Partners made up 4.98% of Cypress Wealth Advisors's portfolio in Q1 2019, its #2 holding.
Cypress Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2015 and has held it in 16 quarters since.
737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.