Loudon Investment Management’s Energy Transfer Partners ET Stock Holding History

Loudon Investment 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
2020 Q1	–	Sell	-33,635	Closed	-$432K	–	81
2019 Q4	$432K	Hold	33,635	–	–	0.34%	66
2019 Q3	$440K	Hold	33,635	–	–	0.37%	62
2019 Q2	$474K	Sell	33,635 -256	-0.8%	-$3.79K	0.4%	60
2019 Q1	$521K	Hold	33,891	–	–	0.46%	57
2018 Q4	$448K	Buy	33,891 +7,413	+28%	+$113K	0.43%	63
2018 Q3	$589K	Hold	26,478	–	–	0.47%	57
2018 Q2	$504K	Hold	26,478	–	–	0.4%	59
2018 Q1	$429K	Buy	26,478 +200	+0.8%	+$3.32K	0.34%	63
2017 Q4	$471K	Sell	26,278 -700	-3%	-$11.9K	0.36%	60
2017 Q3	$493K	Buy	+26,978	New	+$472K	0.39%	56

Other funds holding ET

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

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

TCA

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

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

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

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

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

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

Loudon Investment Management's ET Position: Q1 2020 in Review

Loudon Investment Management sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 33,635 shares — an estimated $432K sold.

Loudon Investment Management first reported a position in ET in Q3 2017 and held it in 10 quarters. The position peaked at $589K in Q3 2018. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Loudon Investment Management reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Loudon Investment Management sold 33,635 Energy Transfer Partners shares in Q1 2020, an estimated $432K.
Loudon Investment Management first reported a position in Energy Transfer Partners in Q3 2017 and held it in 10 quarters.
Loudon Investment Management's Energy Transfer Partners position peaked at $589K in Q3 2018.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Loudon Investment Management's 13F filing for Q1 2020, filed 27 May 2020.