Kelly Financial Services’s Energy Transfer Partners ET Stock Holding History

Kelly Financial 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
2019 Q4	–	Sell	-235	Closed	-$3.08K	–	570
2019 Q3	$3.08K	Buy	235 +5	+2%	+$70	﹤0.01%	350
2019 Q2	$3.24K	Buy	230 +5	+2%	+$74	﹤0.01%	335
2019 Q1	$3.46K	Buy	+225	New	+$3.34K	﹤0.01%	328

Other funds holding ET

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Kelly Financial Services's ET Position: Q4 2019 in Review

Kelly Financial Services sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 235 shares — an estimated $3.08K sold.

Kelly Financial Services first reported a position in ET in Q1 2019 and held it in 3 quarters. The position peaked at $3.46K in Q1 2019. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

Kelly Financial Services reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
Kelly Financial Services sold 235 Energy Transfer Partners shares in Q4 2019, an estimated $3.08K.
Kelly Financial Services first reported a position in Energy Transfer Partners in Q1 2019 and held it in 3 quarters.
Kelly Financial Services's Energy Transfer Partners position peaked at $3.46K in Q1 2019.
796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Kelly Financial Services's 13F filing for Q4 2019, filed 17 Jul 2024.