EDMP Inc’s Energy Transfer Partners ET Stock Holding History

EDMP Inc’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 Q2	–	Sell	-10,116	Closed	-$78K	–	50
2021 Q1	$78K	Hold	10,116	–	–	0.08%	52
2020 Q4	$63K	Hold	10,116	–	–	0.09%	46
2020 Q3	$55K	Sell	10,116 -3,332	-25%	-$21.1K	0.08%	47
2020 Q2	$96K	Buy	+13,448	New	+$99.7K	0.15%	43
2019 Q3	–	Sell	-13,002	Closed	-$183K	–	53
2019 Q2	$183K	Hold	13,002	–	–	0.17%	48
2019 Q1	$200K	Hold	13,002	–	–	0.2%	51
2018 Q4	$172K	Buy	+13,002	New	+$197K	0.19%	52

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

EDMP Inc's ET Position: Q2 2021 in Review

EDMP Inc sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 10,116 shares — an estimated $78K sold.

EDMP Inc first reported a position in ET in Q4 2018 and held it in 7 quarters. The position peaked at $200K in Q1 2019. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

EDMP Inc reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
EDMP Inc sold 10,116 Energy Transfer Partners shares in Q2 2021, an estimated $78K.
EDMP Inc first reported a position in Energy Transfer Partners in Q4 2018 and held it in 7 quarters.
EDMP Inc's Energy Transfer Partners position peaked at $200K in Q1 2019.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on EDMP Inc's 13F filing for Q2 2021, filed 19 Jul 2021.