M&R Capital Management’s Energy Transfer Partners ET Stock Holding History

M&R Capital 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
2021 Q2	–	Sell	-1,800	Closed	-$13K	–	417
2021 Q1	$13K	Hold	1,800	–	–	﹤0.01%	314
2020 Q4	$11K	Sell	1,800 -1,018	-36%	-$6.16K	﹤0.01%	341
2020 Q3	$15K	Sell	2,818 -2,384	-46%	-$15.1K	﹤0.01%	329
2020 Q2	$37K	Sell	5,202 -1,018	-16%	-$7.54K	0.01%	260
2020 Q1	$28K	Sell	6,220 -384	-6%	-$4.09K	0.01%	279
2019 Q4	$84K	Buy	6,604 +3,800	+136%	+$46.8K	0.02%	221
2019 Q3	$36K	Hold	2,804	–	–	0.01%	305
2019 Q2	$39K	Hold	2,804	–	–	0.01%	298
2019 Q1	$42K	Hold	2,804	–	–	0.01%	293
2018 Q4	$37K	Buy	+2,804	New	+$42.6K	0.01%	288
2016 Q4	–	Sell	-1,400	Closed	-$23K	–	556
2016 Q3	$23K	Hold	1,400	–	–	0.01%	351
2016 Q2	$20K	Buy	+1,400	New	+$16.7K	0.01%	361

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

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

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

TCA

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

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

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

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

CCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

M&R Capital Management's ET Position: Q2 2021 in Review

M&R Capital Management sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 1,800 shares — an estimated $13K sold.

M&R Capital Management first reported a position in ET in Q2 2016 and held it in 12 quarters. The position peaked at $84K in Q4 2019. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

M&R Capital Management reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
M&R Capital Management sold 1,800 Energy Transfer Partners shares in Q2 2021, an estimated $13K.
M&R Capital Management first reported a position in Energy Transfer Partners in Q2 2016 and held it in 12 quarters.
M&R Capital Management's Energy Transfer Partners position peaked at $84K in Q4 2019.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on M&R Capital Management's 13F filing for Q2 2021, filed 2 Jul 2021.