FANJ
ET icon

Financial Architects (New Jersey)’s Energy Transfer Partners ET Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-6,298
Closed -$45K – 423
2020
Q2 		$45K Hold
6,298
– – 0.01% 434
2020
Q1 		$29K Buy
6,298
+1,265
+25% +$13.5K 0.01% 454
2019
Q4 		$65K Sell
5,033
-23,777
-83% -$293K 0.01% 387
2019
Q3 		$377K Sell
28,810
-974
-3% -$13.6K 0.09% 166
2019
Q2 		$419K Buy
29,784
+2,662
+10% +$39.4K 0.08% 167
2019
Q1 		$417K Sell
27,122
-1,000
-4% -$14.9K 0.07% 187
2018
Q4 		$371K Buy
28,122
+26,322
+1,462% +$400K 0.07% 182
2018
Q3 		$31K Sell
1,800
-1,100
-38% -$19.5K 0.01% 792
2018
Q2 		$50K Hold
2,900
– – 0.01% 570
2018
Q1 		$41K Hold
2,900
– – 0.01% 669
2017
Q4 		$50K Buy
2,900
+100
+4% +$1.7K 0.01% 680
2017
Q3 		$49K Buy
2,800
+900
+47% +$15.7K 0.01% 691
2017
Q2 		$34K Buy
1,900
+700
+58% +$12.5K 0.01% 803
2017
Q1 		$24K Hold
1,200
– – ﹤0.01% 881
2016
Q4 		$23K Hold
1,200
– – 0.01% 804
2016
Q3 		$20K Sell
1,200
-2,900
-71% -$49K 0.01% 844
2016
Q2 		$59K Buy
4,100
+2,900
+242% +$34.6K 0.02% 501
2016
Q1 		$9K Buy
+1,200
New +$9.42K ﹤0.01% 777
2015
Q3 		– Sell
-1,040
Closed -$33K – 432
2015
Q2 		$33K Hold
1,040
– – 0.01% 519
2015
Q1 		$33K Buy
1,040
+828
+391% +$24.5K 0.01% 469
2014
Q4 		$6K Sell
212
-1,200
-85% -$34.6K ﹤0.01% 788
2014
Q3 		$44K Buy
1,412
+212
+18% +$6.22K 0.02% 328
2014
Q2 		$35K Buy
+1,200
New +$30.3K 0.02% 381

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Architects (New Jersey)'s ET Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 6,298 shares — an estimated $45K sold.

Financial Architects (New Jersey) first reported a position in ET in Q2 2014 and held it in 23 quarters. The position peaked at $419K in Q2 2019. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 6,298 Energy Transfer Partners shares in Q3 2020, an estimated $45K.
  • Financial Architects (New Jersey) first reported a position in Energy Transfer Partners in Q2 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Energy Transfer Partners position peaked at $419K in Q2 2019.
  • 730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.