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Evolution Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-721
Closed -$9K – 418
2019
Q4 		$9K Hold
721
– – ﹤0.01% 315
2019
Q3 		$9K Buy
+721
New +$10.1K ﹤0.01% 189

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AA
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Evolution Wealth Advisors's ET Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 721 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in ET in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 721 Energy Transfer Partners shares in Q1 2020, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Energy Transfer Partners position peaked at $9K in Q4 2019.
  • 770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.