Insight Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Insight Wealth 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
2021 Q1	–	Sell	-12,159	Closed	-$75K	–	54
2020 Q4	$75K	Hold	12,159	–	–	0.05%	51
2020 Q3	$66K	Hold	12,159	–	–	0.06%	48
2020 Q2	$87K	Buy	+12,159	New	+$90.1K	0.09%	39

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Insight Wealth Partners's ET Position: Q1 2021 in Review

Insight Wealth Partners sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 12,159 shares — an estimated $75K sold.

Insight Wealth Partners first reported a position in ET in Q2 2020 and held it in 3 quarters. The position peaked at $87K in Q2 2020. 734 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Insight Wealth Partners reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Insight Wealth Partners sold 12,159 Energy Transfer Partners shares in Q1 2021, an estimated $75K.
Insight Wealth Partners first reported a position in Energy Transfer Partners in Q2 2020 and held it in 3 quarters.
Insight Wealth Partners's Energy Transfer Partners position peaked at $87K in Q2 2020.
734 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Insight Wealth Partners's 13F filing for Q1 2021, filed 20 Apr 2021.