First Allied Advisory Services’s Energy Transfer Partners ET Stock Holding History

First Allied Advisory Services’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	$493K	Sell	90,986 -1,084	-1%	-$6.88K	0.02%	704
2020 Q2	$656K	Buy	92,070 +11,099	+14%	+$82.2K	0.02%	563
2020 Q1	$372K	Buy	80,971 +1,838	+2%	+$19.6K	0.02%	690
2019 Q4	$1.01M	Buy	79,133 +7,352	+10%	+$90.6K	0.03%	467
2019 Q3	$942K	Buy	71,781 +1,039	+1%	+$14.5K	0.03%	484
2019 Q2	$996K	Buy	70,742 +5,026	+8%	+$74.4K	0.03%	465
2019 Q1	$1.01M	Sell	65,716 -6,161	-9%	-$91.6K	0.03%	455
2018 Q4	$952K	Buy	71,877 +60,362	+524%	+$917K	0.04%	429
2018 Q3	$201K	Buy	11,515 +972	+9%	+$17.3K	0.01%	1077
2018 Q2	$181K	Sell	10,543 -3,274	-24%	-$53.8K	0.01%	1070
2018 Q1	$197K	Sell	13,817 -1,056	-7%	-$17.6K	0.01%	1056
2017 Q4	$256K	Buy	14,873 +805	+6%	+$13.7K	0.01%	948
2017 Q3	$244K	Sell	14,068 -73	-0.5%	-$1.28K	0.01%	911
2017 Q2	$252K	Buy	14,141 +1,501	+12%	+$26.7K	0.01%	924
2017 Q1	$249K	Sell	12,640 -2,178	-15%	-$41K	0.01%	869
2016 Q4	$286K	Buy	14,818 +306	+2%	+$5.11K	0.01%	803
2016 Q3	$244K	Sell	14,512 -1,399	-9%	-$23.6K	0.01%	833
2016 Q2	$228K	Sell	15,911 -2,377	-13%	-$28.3K	0.01%	880
2016 Q1	$130K	Sell	18,288 -10,805	-37%	-$84.8K	0.01%	947
2015 Q4	$400K	Sell	29,093 -3,326	-10%	-$62.1K	0.02%	673
2015 Q3	$675K	Sell	32,419 -3,931	-11%	-$111K	0.04%	464
2015 Q2	$1.16M	Sell	36,350 -1,418	-4%	-$47.5K	0.05%	367
2015 Q1	$1.19M	Sell	37,768 -1,178	-3%	-$34.9K	0.08%	296
2014 Q4	$1.12M	Buy	38,946 +336	+0.9%	+$9.68K	0.08%	297
2014 Q3	$1.19M	Sell	38,610 -3,712	-9%	-$109K	0.09%	257
2014 Q2	$1.25M	Buy	42,322 +314	+0.7%	+$7.94K	0.09%	251
2014 Q1	$982K	Buy	42,008 +6,456	+18%	+$139K	0.07%	303
2013 Q4	$724K	Buy	35,552 +500	+1%	+$9K	0.06%	384
2013 Q3	$576K	Buy	35,052 +1,564	+5%	+$24.9K	0.03%	472
2013 Q2	$499K	Buy	+33,488	New	+$489K	0.04%	482

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Natixis Paris, France $24.8B AUM 35.22% 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

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

First Allied Advisory Services's ET Position: Q3 2020 in Review

First Allied Advisory Services reduced its Energy Transfer Partners (ET) stake by 1.2% in Q3 2020, selling an estimated $6.88K and leaving 90,986 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #704.

First Allied Advisory Services first reported a position in ET in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.25M in Q2 2014. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

First Allied Advisory Services held 90,986 shares of Energy Transfer Partners worth $493K as of Q3 2020.
First Allied Advisory Services sold 1,084 Energy Transfer Partners shares in Q3 2020, an estimated $6.88K.
Energy Transfer Partners made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #704 holding.
First Allied Advisory Services first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's Energy Transfer Partners position peaked at $1.25M in Q2 2014.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.