Investment Advisory Services’s Energy Transfer Partners ET Stock Holding History

Investment Advisory 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 Q1	–	Sell	-17,960	Closed	-$230K	–	71
2019 Q4	$230K	Buy	+17,960	New	+$221K	0.21%	67

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HFA

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

TCA

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

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

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

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

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

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

Investment Advisory Services's ET Position: Q1 2020 in Review

Investment Advisory Services sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 17,960 shares — an estimated $230K sold.

Investment Advisory Services first reported a position in ET in Q4 2019 and held it in 1 quarter. The position peaked at $230K in Q4 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Investment Advisory Services reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Investment Advisory Services sold 17,960 Energy Transfer Partners shares in Q1 2020, an estimated $230K.
Investment Advisory Services first reported a position in Energy Transfer Partners in Q4 2019 and held it in 1 quarter.
Investment Advisory Services's Energy Transfer Partners position peaked at $230K in Q4 2019.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Investment Advisory Services's 13F filing for Q1 2020, filed 10 Mar 2021.