Fortis Advisors’s Energy Transfer Partners ET Stock Holding History

Fortis 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	-12,794	Closed	-$164K	–	336
2019 Q4	$164K	Hold	12,794	–	–	0.1%	145
2019 Q3	$167K	Hold	12,794	–	–	0.08%	145
2019 Q2	$180K	Sell	12,794 -720	-5%	-$10.7K	0.09%	125
2019 Q1	$208K	Hold	13,514	–	–	0.11%	109
2018 Q4	$179K	Hold	13,514	–	–	0.11%	101
2018 Q3	$236K	Hold	13,514	–	–	0.13%	66
2018 Q2	$233K	Hold	13,514	–	–	0.13%	65
2018 Q1	$192K	Hold	13,514	–	–	0.11%	68
2017 Q4	$233K	Hold	13,514	–	–	0.14%	62
2017 Q3	$235K	Sell	13,514 -1,209	-8%	-$21.2K	0.16%	56
2017 Q2	$264K	Hold	14,723	–	–	0.21%	56
2017 Q1	$290K	Buy	+14,723	New	+$277K	0.26%	46

Other funds holding ET

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortis Advisors's ET Position: Q1 2020 in Review

Fortis Advisors sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 12,794 shares — an estimated $164K sold.

Fortis Advisors first reported a position in ET in Q1 2017 and held it in 12 quarters. The position peaked at $290K in Q1 2017. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Fortis Advisors reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 12,794 Energy Transfer Partners shares in Q1 2020, an estimated $164K.
Fortis Advisors first reported a position in Energy Transfer Partners in Q1 2017 and held it in 12 quarters.
Fortis Advisors's Energy Transfer Partners position peaked at $290K in Q1 2017.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.