Leuthold Group’s Energy Transfer Partners ET Stock Holding History

Leuthold Group’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	-27,375	Closed	-$358K	–	181
2019 Q3	$358K	Sell	27,375 -1,404	-5%	-$19.6K	0.05%	150
2019 Q2	$405K	Sell	28,779 -5,117	-15%	-$75.8K	0.05%	152
2019 Q1	$521K	Buy	+33,896	New	+$504K	0.07%	140

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

Leuthold Group's ET Position: Q4 2019 in Review

Leuthold Group sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 27,375 shares — an estimated $358K sold.

Leuthold Group first reported a position in ET in Q1 2019 and held it in 3 quarters. The position peaked at $521K in Q1 2019. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

Leuthold Group reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
Leuthold Group sold 27,375 Energy Transfer Partners shares in Q4 2019, an estimated $358K.
Leuthold Group first reported a position in Energy Transfer Partners in Q1 2019 and held it in 3 quarters.
Leuthold Group's Energy Transfer Partners position peaked at $521K in Q1 2019.
796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Leuthold Group's 13F filing for Q4 2019, filed 14 Feb 2020.