Groesbeck Investment Management’s Energy Transfer Partners ET Stock Holding History

Groesbeck Investment Management’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	-42,060	Closed	-$228K	–	86
2020 Q3	$228K	Sell	42,060 -8,650	-17%	-$54.9K	0.43%	73
2020 Q2	$361K	Buy	50,710 +7,050	+16%	+$52.2K	0.72%	57
2020 Q1	$201K	Sell	43,660 -12,176	-22%	-$130K	0.54%	70
2019 Q4	$716K	Sell	55,836 -1,879	-3%	-$23.2K	0.53%	55
2019 Q3	$755K	Buy	57,715 +30,852	+115%	+$430K	0.57%	54
2019 Q2	$378K	Sell	26,863 -33,085	-55%	-$490K	0.31%	79
2019 Q1	$921K	Buy	59,948 +538	+0.9%	+$8K	0.7%	39
2018 Q4	$785K	Buy	+59,410	New	+$902K	0.67%	42

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

Groesbeck Investment Management's ET Position: Q4 2020 in Review

Groesbeck Investment Management sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 42,060 shares — an estimated $228K sold.

Groesbeck Investment Management first reported a position in ET in Q4 2018 and held it in 8 quarters. The position peaked at $921K in Q1 2019. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Groesbeck Investment Management reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Groesbeck Investment Management sold 42,060 Energy Transfer Partners shares in Q4 2020, an estimated $228K.
Groesbeck Investment Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 8 quarters.
Groesbeck Investment Management's Energy Transfer Partners position peaked at $921K in Q1 2019.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Groesbeck Investment Management's 13F filing for Q4 2020, filed 10 Feb 2021.