Essex Savings Bank’s Energy Transfer Partners ET Stock Holding History

Essex Savings Bank’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	-5,362	Closed	-$76K	–	318
2019 Q2	$76K	Buy	5,362 +826	+18%	+$12.2K	0.03%	386
2019 Q1	$70K	Hold	4,536	–	–	0.04%	258
2018 Q4	$60K	Buy	+4,536	New	+$68.9K	0.04%	271

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $5.22B AUM 17.11% 1-Year Est. Return

Essex Savings Bank's ET Position: Q3 2019 in Review

Essex Savings Bank sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 5,362 shares — an estimated $76K sold.

Essex Savings Bank first reported a position in ET in Q4 2018 and held it in 3 quarters. The position peaked at $76K in Q2 2019. 738 funds tracked by Wall St. Rank hold ET as of Q3 2019.

Essex Savings Bank reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 5,362 Energy Transfer Partners shares in Q3 2019, an estimated $76K.
Essex Savings Bank first reported a position in Energy Transfer Partners in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Energy Transfer Partners position peaked at $76K in Q2 2019.
738 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.