Lowe Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Lowe Wealth Advisors’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	-227	Closed	-$1K	–	278
2020 Q4	$1K	Hold	227	–	–	﹤0.01%	249
2020 Q3	$1K	Hold	227	–	–	﹤0.01%	245
2020 Q2	$2K	Hold	227	–	–	﹤0.01%	225
2020 Q1	$1K	Hold	227	–	–	﹤0.01%	266
2019 Q4	$3K	Hold	227	–	–	﹤0.01%	219
2019 Q3	$3K	Hold	227	–	–	﹤0.01%	213
2019 Q2	$3K	Hold	227	–	–	﹤0.01%	227
2019 Q1	$3K	Hold	227	–	–	﹤0.01%	197
2018 Q4	$3K	Buy	+227	New	+$3.45K	﹤0.01%	188

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Wealth Advisors's ET Position: Q1 2021 in Review

Lowe Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 227 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in ET in Q4 2018 and held it in 9 quarters. The position peaked at $3K in Q4 2019. 735 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Lowe Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 227 Energy Transfer Partners shares in Q1 2021, an estimated $1K.
Lowe Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and held it in 9 quarters.
Lowe Wealth Advisors's Energy Transfer Partners position peaked at $3K in Q4 2019.
735 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Lowe Wealth Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.