Destination Wealth Management’s Energy Transfer Partners ET Stock Holding History

Destination Wealth Management’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	-10,121	Closed	-$130K	–	167
2019 Q4	$130K	Buy	+10,121	New	+$125K	0.01%	157
2019 Q3	–	Sell	-8,380	Closed	-$118K	–	244
2019 Q2	$118K	Sell	8,380 -4	-0%	-$59	0.01%	170
2019 Q1	$129K	Buy	8,384 +161	+2%	+$2.39K	0.01%	164
2018 Q4	$109K	Buy	+8,223	New	+$125K	0.01%	173

Other funds holding ET

HFA

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCA

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destination Wealth Management's ET Position: Q1 2020 in Review

Destination Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 10,121 shares — an estimated $130K sold.

Destination Wealth Management first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $130K in Q4 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Destination Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Destination Wealth Management sold 10,121 Energy Transfer Partners shares in Q1 2020, an estimated $130K.
Destination Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
Destination Wealth Management's Energy Transfer Partners position peaked at $130K in Q4 2019.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Destination Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.