Global Wealth Management Investment Advisory’s Energy Transfer Partners ET Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-1,243	Closed	-$8K	–	477
2020 Q4	$8K	Buy	1,243 +34	+3%	+$206	﹤0.01%	298
2020 Q3	$7K	Buy	1,209 +53	+5%	+$336	﹤0.01%	300
2020 Q2	$8K	Buy	1,156 +48	+4%	+$356	﹤0.01%	373
2020 Q1	$5K	Sell	1,108 -2,162	-66%	-$23K	﹤0.01%	406
2019 Q4	$42K	Buy	3,270 +27	+0.8%	+$333	0.02%	192
2019 Q3	$42K	Buy	3,243 +24	+0.7%	+$335	0.02%	180
2019 Q2	$45K	Buy	3,219 +1,031	+47%	+$15.3K	0.02%	179
2019 Q1	$34K	Hold	2,188	–	–	0.02%	247
2018 Q4	$29K	Buy	+2,188	New	+$33.2K	0.02%	258

Other funds holding ET

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

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

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

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

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

TCA

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's ET Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 1,243 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in ET in Q4 2018 and held it in 9 quarters. The position peaked at $45K in Q2 2019. 734 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,243 Energy Transfer Partners shares in Q1 2021, an estimated $8K.
Global Wealth Management Investment Advisory first reported a position in Energy Transfer Partners in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Energy Transfer Partners position peaked at $45K in Q2 2019.
734 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.