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Measured Wealth Private Client Group’s Energy Transfer Partners ET Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-935
Closed -$16K – 282
2018
Q3 		$16K Buy
+935
New +$16.6K 0.01% 555

Other funds holding ET

Goldman Sachs
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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

Measured Wealth Private Client Group's ET Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Energy Transfer Partners (ET) in Q4 2018, closing a stake of 935 shares — an estimated $16K sold.

Measured Wealth Private Client Group first reported a position in ET in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 729 funds tracked by Wall St. Rank hold ET as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Energy Transfer Partners position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 935 Energy Transfer Partners shares in Q4 2018, an estimated $16K.
  • Measured Wealth Private Client Group first reported a position in Energy Transfer Partners in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Energy Transfer Partners position peaked at $16K in Q3 2018.
  • 729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.