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Holistic Financial Partners’s Energy Transfer Partners ET Stock Holding History

Holistic Financial Partners’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
2019
Q2 		– Sell
-29,849
Closed -$459K – 91
2019
Q1 		$459K Buy
+29,849
New +$444K 0.19% 55

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Holistic Financial Partners's ET Position: Q2 2019 in Review

Holistic Financial Partners sold out of Energy Transfer Partners (ET) in Q2 2019, closing a stake of 29,849 shares — an estimated $459K sold.

Holistic Financial Partners first reported a position in ET in Q1 2019 and held it in 1 quarter. The position peaked at $459K in Q1 2019. 725 funds tracked by Wall St. Rank hold ET as of Q2 2019.

  • Holistic Financial Partners reported no remaining Energy Transfer Partners position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 29,849 Energy Transfer Partners shares in Q2 2019, an estimated $459K.
  • Holistic Financial Partners first reported a position in Energy Transfer Partners in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's Energy Transfer Partners position peaked at $459K in Q1 2019.
  • 725 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.