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Keudell/Morrison Wealth Management’s Energy Transfer Partners ET Stock Holding History

Keudell/Morrison Wealth 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
Q2 		– Sell
-10,869
Closed -$41K – 143
2020
Q1 		$41K Buy
+10,869
New +$116K 0.04% 135

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Keudell/Morrison Wealth Management's ET Position: Q2 2020 in Review

Keudell/Morrison Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 10,869 shares — an estimated $41K sold.

Keudell/Morrison Wealth Management first reported a position in ET in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 770 funds tracked by Wall St. Rank hold ET as of Q2 2020.

  • Keudell/Morrison Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 10,869 Energy Transfer Partners shares in Q2 2020, an estimated $41K.
  • Keudell/Morrison Wealth Management first reported a position in Energy Transfer Partners in Q1 2020 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Energy Transfer Partners position peaked at $41K in Q1 2020.
  • 770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.