Kiley Juergens Wealth Management’s Energy Transfer Partners ET Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-150	Closed	-$2K	–	225
2018 Q3	$2K	Hold	150	–	–	﹤0.01%	575
2018 Q2	$2K	Buy	+150	New	+$2.46K	﹤0.01%	524
2018 Q1	–	Sell	-150	Closed	-$2K	–	244
2017 Q4	$2K	Buy	+150	New	+$2.56K	﹤0.01%	629

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Kiley Juergens Wealth Management's ET Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2018, closing a stake of 150 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in ET in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 730 funds tracked by Wall St. Rank hold ET as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 150 Energy Transfer Partners shares in Q4 2018, an estimated $2K.
Kiley Juergens Wealth Management first reported a position in Energy Transfer Partners in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Energy Transfer Partners position peaked at $2K in Q3 2018.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.