Dorsey & Whitney Trust’s Energy Transfer Partners ET Stock Holding History

Dorsey & Whitney Trust’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 Q3	–	Sell	-12,180	Closed	-$171K	–	431
2019 Q2	$171K	Sell	12,180 -9,620	-44%	-$142K	0.03%	384
2019 Q1	$336K	Buy	21,800 +2,308	+12%	+$34.3K	0.05%	261
2018 Q4	$258K	Buy	+19,492	New	+$296K	0.05%	288
2016 Q1	–	Sell	-14,250	Closed	-$196K	–	260
2015 Q4	$196K	Buy	14,250 +864	+6%	+$16.1K	0.05%	233
2015 Q3	$278K	Sell	13,386 -614	-4%	-$17.3K	0.08%	175
2015 Q2	$450K	Hold	14,000	–	–	0.12%	146
2015 Q1	$443K	Sell	14,000 -2,720	-16%	-$80.6K	0.11%	145
2014 Q4	$479K	Hold	16,720	–	–	0.12%	139
2014 Q3	$516K	Hold	16,720	–	–	0.14%	130
2014 Q2	$492K	Hold	16,720	–	–	0.11%	133
2014 Q1	$391K	Hold	16,720	–	–	0.09%	153
2013 Q4	$342K	Hold	16,720	–	–	0.09%	171
2013 Q3	$275K	Hold	16,720	–	–	0.08%	193
2013 Q2	$251K	Buy	+16,720	New	+$244K	0.08%	185

Other funds holding ET

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Dorsey & Whitney Trust's ET Position: Q3 2019 in Review

Dorsey & Whitney Trust sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 12,180 shares — an estimated $171K sold.

Dorsey & Whitney Trust first reported a position in ET in Q2 2013 and held it in 14 quarters. The position peaked at $516K in Q3 2014. 738 funds tracked by Wall St. Rank hold ET as of Q3 2019.

Dorsey & Whitney Trust reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
Dorsey & Whitney Trust sold 12,180 Energy Transfer Partners shares in Q3 2019, an estimated $171K.
Dorsey & Whitney Trust first reported a position in Energy Transfer Partners in Q2 2013 and held it in 14 quarters.
Dorsey & Whitney Trust's Energy Transfer Partners position peaked at $516K in Q3 2014.
738 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2019, filed 8 Nov 2019.