Lehman & Derafelo Financial Resources’s Energy Transfer Partners ET Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-11,078	Closed	-$60K	–	245
2020 Q3	$60K	Hold	11,078	–	–	0.02%	166
2020 Q2	$79K	Hold	11,078	–	–	0.03%	145
2020 Q1	$51K	Hold	11,078	–	–	0.02%	112
2019 Q4	$142K	Sell	11,078 -200	-2%	-$2.46K	0.05%	111
2019 Q3	$148K	Buy	+11,278	New	+$157K	0.06%	102

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

TCA

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's ET Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 11,078 shares — an estimated $60K sold.

Lehman & Derafelo Financial Resources first reported a position in ET in Q3 2019 and held it in 5 quarters. The position peaked at $148K in Q3 2019. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Lehman & Derafelo Financial Resources reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 11,078 Energy Transfer Partners shares in Q4 2020, an estimated $60K.
Lehman & Derafelo Financial Resources first reported a position in Energy Transfer Partners in Q3 2019 and held it in 5 quarters.
Lehman & Derafelo Financial Resources's Energy Transfer Partners position peaked at $148K in Q3 2019.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.