Laurel Wealth Advisors (North Carolina)’s Energy Transfer Partners ET Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-347	Closed	-$2K	–	665
2020 Q4	$2K	Hold	347	–	–	﹤0.01%	543
2020 Q3	$2K	Hold	347	–	–	﹤0.01%	477
2020 Q2	$2K	Hold	347	–	–	﹤0.01%	468
2020 Q1	$2K	Buy	+347	New	+$3.7K	﹤0.01%	467

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

Laurel Wealth Advisors (North Carolina)'s ET Position: Q1 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 347 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ET in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 734 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 347 Energy Transfer Partners shares in Q1 2021, an estimated $2K.
Laurel Wealth Advisors (North Carolina) first reported a position in Energy Transfer Partners in Q1 2020 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Energy Transfer Partners position peaked at $2K in Q4 2020.
734 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2021, filed 4 May 2021.