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

Doyle 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 Q2	–	Sell	-39,533	Closed	-$182K	–	180
2020 Q1	$182K	Buy	+39,533	New	+$421K	0.03%	173
2019 Q3	–	Sell	-512	Closed	-$7K	–	362
2019 Q2	$7K	Sell	512 -9,855	-95%	-$146K	﹤0.01%	687
2019 Q1	$157K	Buy	10,367 +10,111	+3,950%	+$150K	0.02%	188
2018 Q4	$3K	Buy	+256	New	+$3.89K	﹤0.01%	765

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

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

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

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

CCM

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

KACA

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Doyle Wealth Management's ET Position: Q2 2020 in Review

Doyle Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 39,533 shares — an estimated $182K sold.

Doyle Wealth Management first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $182K in Q1 2020. 772 funds tracked by Wall St. Rank hold ET as of Q2 2020.

Doyle Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
Doyle Wealth Management sold 39,533 Energy Transfer Partners shares in Q2 2020, an estimated $182K.
Doyle Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
Doyle Wealth Management's Energy Transfer Partners position peaked at $182K in Q1 2020.
772 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on Doyle Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.