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LifePlan Financial Group’s Energy Transfer Partners ET Stock Holding History

LifePlan Financial 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
2020
Q3 		$1K Buy
228
+10
+5% +$63 ﹤0.01% 542
2020
Q2 		$2K Buy
218
+8
+4% +$59 ﹤0.01% 528
2020
Q1 		$1K Buy
210
+5
+2% +$53 ﹤0.01% 524
2019
Q4 		$3K Buy
205
+5
+3% +$62 ﹤0.01% 492
2019
Q3 		$3K Hold
200
– – ﹤0.01% 490
2019
Q2 		$3K Buy
+200
New +$2.96K ﹤0.01% 488

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AA
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TCA
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N
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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CCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Financial Group's ET Position: Q3 2020 in Review

LifePlan Financial Group increased its Energy Transfer Partners (ET) stake by 4.6% in Q3 2020, buying an estimated $63 and bringing the position to 228 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

LifePlan Financial Group first reported a position in ET in Q2 2019 and has held it in 6 quarters since. The position peaked at $3K in Q4 2019. 729 funds tracked by Wall St. Rank hold ET as of Q3 2020.

  • LifePlan Financial Group held 228 shares of Energy Transfer Partners worth $1K as of Q3 2020.
  • LifePlan Financial Group bought 10 Energy Transfer Partners shares in Q3 2020, an estimated $63.
  • Energy Transfer Partners made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #542 holding.
  • LifePlan Financial Group first reported a position in Energy Transfer Partners in Q2 2019 and has held it in 6 quarters since.
  • LifePlan Financial Group's Energy Transfer Partners position peaked at $3K in Q4 2019.
  • 729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.