Means Investment Company’s Energy Transfer Partners ET Stock Holding History

Means Investment Company’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	-14,837	Closed	-$188K	–	149
2019 Q3	$188K	Buy	14,837 +307	+2%	+$4.28K	0.07%	135
2019 Q2	$211K	Buy	14,530 +264	+2%	+$3.91K	0.09%	129
2019 Q1	$219K	Sell	14,266 -2,183	-13%	-$32.4K	0.1%	127
2018 Q4	$217K	Buy	+16,449	New	+$250K	0.12%	119

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Means Investment Company's ET Position: Q4 2019 in Review

Means Investment Company sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 14,837 shares — an estimated $188K sold.

Means Investment Company first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $219K in Q1 2019. 795 funds tracked by Wall St. Rank hold ET as of Q4 2019.

Means Investment Company reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
Means Investment Company sold 14,837 Energy Transfer Partners shares in Q4 2019, an estimated $188K.
Means Investment Company first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
Means Investment Company's Energy Transfer Partners position peaked at $219K in Q1 2019.
795 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Means Investment Company's 13F filing for Q4 2019, filed 21 Jan 2020.