FFSOTS
ET icon

Fiduciary Financial Services of The Southwest’s Energy Transfer Partners ET Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$5.64M Sell
439,753
-6,944
-2% -$85.6K 1.48% 25
2019
Q3 		$5.84M Sell
446,697
-8,122
-2% -$113K 1.56% 23
2019
Q2 		$6.4M Sell
454,819
-3,774
-0.8% -$55.9K 1.81% 14
2019
Q1 		$7.05M Sell
458,593
-1,677
-0.4% -$24.9K 2.05% 11
2018
Q4 		$6.08M Buy
460,270
+381,814
+487% +$5.8M 1.92% 13
2018
Q3 		$1.37M Hold
78,456
– – 0.38% 67
2018
Q2 		$1.35M Hold
78,456
– – 0.41% 66
2018
Q1 		$1.11M Sell
78,456
-200
-0.3% -$3.32K 0.34% 76
2017
Q4 		$1.36M Sell
78,656
-2,200
-3% -$37.5K 0.4% 75
2017
Q3 		$1.41M Sell
80,856
-200
-0.2% -$3.5K 0.42% 72
2017
Q2 		$1.46M Sell
81,056
-400
-0.5% -$7.12K 0.45% 69
2017
Q1 		$1.61M Hold
81,456
– – 0.51% 66
2016
Q4 		$1.57M Hold
81,456
– – 0.52% 61
2016
Q3 		$1.37M Sell
81,456
-400
-0.5% -$6.75K 0.44% 70
2016
Q2 		$1.18M Sell
81,856
-810
-1% -$9.66K 0.38% 71
2016
Q1 		$589K Sell
82,666
-30,104
-27% -$236K 0.21% 106
2015
Q4 		$1.55M Sell
112,770
-630
-0.6% -$11.8K 0.55% 53
2015
Q3 		$2.36M Buy
113,400
+500
+0.4% +$14.1K 0.83% 39
2015
Q2 		$3.62M Buy
112,900
+660
+0.6% +$22.1K 1.12% 25
2015
Q1 		$3.56M Hold
112,240
– – 1.04% 27
2014
Q4 		$3.22M Buy
112,240
+4,910
+5% +$141K 0.92% 33
2014
Q3 		$3.31M Sell
107,330
-2,740
-2% -$80.5K 0.94% 34
2014
Q2 		$3.24M Buy
110,070
+470
+0.4% +$11.9K 0.91% 32
2014
Q1 		$2.56M Hold
109,600
– – 0.77% 46
2013
Q4 		$2.24M Sell
109,600
-480
-0.4% -$8.64K 0.7% 53
2013
Q3 		$1.81M Hold
110,080
– – 0.6% 59
2013
Q2 		$1.65M Buy
+110,080
New +$1.61M 0.55% 62

Other funds holding ET

Goldman Sachs
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's ET Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Energy Transfer Partners (ET) stake by 1.6% in Q4 2019, selling an estimated $85.6K and leaving 439,753 shares worth $5.64M. The position accounts for 1.48% of the portfolio, ranked #25.

Fiduciary Financial Services of The Southwest first reported a position in ET in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.05M in Q1 2019. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 439,753 shares of Energy Transfer Partners worth $5.64M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 6,944 Energy Transfer Partners shares in Q4 2019, an estimated $85.6K.
  • Energy Transfer Partners made up 1.48% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #25 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 27 quarters since.
  • Fiduciary Financial Services of The Southwest's Energy Transfer Partners position peaked at $7.05M in Q1 2019.
  • 796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.