Glassman Wealth Services’s Energy Transfer Partners ET Stock Holding History

Glassman Wealth 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 Q4	–	Sell	-2,290	Closed	-$12K	–	1396
2020 Q3	$12K	Buy	2,290 +1,944	+562%	+$12.3K	﹤0.01%	565
2020 Q2	$2K	Hold	346	–	–	﹤0.01%	848
2020 Q1	$2K	Hold	346	–	–	﹤0.01%	697
2019 Q4	$4K	Buy	+346	New	+$4.26K	﹤0.01%	614

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glassman Wealth Services's ET Position: Q4 2020 in Review

Glassman Wealth Services sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 2,290 shares — an estimated $12K sold.

Glassman Wealth Services first reported a position in ET in Q4 2019 and held it in 4 quarters. The position peaked at $12K in Q3 2020. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Glassman Wealth Services reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Glassman Wealth Services sold 2,290 Energy Transfer Partners shares in Q4 2020, an estimated $12K.
Glassman Wealth Services first reported a position in Energy Transfer Partners in Q4 2019 and held it in 4 quarters.
Glassman Wealth Services's Energy Transfer Partners position peaked at $12K in Q3 2020.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Glassman Wealth Services's 13F filing for Q4 2020, filed 4 Feb 2021.