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

Edge 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
2021 Q3	–	Sell	-17,000	Closed	-$182K	–	537
2021 Q2	$182K	Hold	17,000	–	–	0.04%	95
2021 Q1	$131K	Buy	17,000 +10,000	+143%	+$73K	0.03%	112
2020 Q4	$43K	Sell	7,000 -30,000	-81%	-$181K	0.01%	198
2020 Q3	$201K	Sell	37,000 -13,312	-26%	-$84.5K	0.05%	106
2020 Q2	$358K	Buy	50,312 +2,000	+4%	+$14.8K	0.07%	110
2020 Q1	$217K	Sell	48,312 -33,782	-41%	-$360K	0.05%	134
2019 Q4	$1.04M	Sell	82,094 -17,742	-18%	-$219K	0.21%	67
2019 Q3	$1.3M	Buy	99,836 +15,500	+18%	+$216K	0.3%	57
2019 Q2	$1.19M	Buy	84,336 +7,459	+10%	+$110K	0.26%	61
2019 Q1	$1.18M	Buy	76,877 +44,931	+141%	+$668K	0.29%	58
2018 Q4	$422K	Buy	31,946 +25,946	+432%	+$394K	0.12%	96
2018 Q3	$105K	Buy	+6,000	New	+$107K	0.03%	193
2015 Q1	–	Sell	-70	Closed	-$2K	–	467
2014 Q4	$2K	Buy	+70	New	+$2.02K	﹤0.01%	382

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

TCA

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

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

KACA

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

CCM

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Edge Wealth Management's ET Position: Q3 2021 in Review

Edge Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2021, closing a stake of 17,000 shares — an estimated $182K sold.

Edge Wealth Management first reported a position in ET in Q4 2014 and held it in 13 quarters. The position peaked at $1.3M in Q3 2019. 769 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Edge Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2021 after selling out during the quarter.
Edge Wealth Management sold 17,000 Energy Transfer Partners shares in Q3 2021, an estimated $182K.
Edge Wealth Management first reported a position in Energy Transfer Partners in Q4 2014 and held it in 13 quarters.
Edge Wealth Management's Energy Transfer Partners position peaked at $1.3M in Q3 2019.
769 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.