Meridian Investment Counsel’s Energy Transfer Partners ET Stock Holding History

Meridian Investment Counsel’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 Q3	–	Sell	-21,592	Closed	-$154K	–	182
2020 Q2	$154K	Hold	21,592	–	–	0.08%	167
2020 Q1	$99K	Hold	21,592	–	–	0.06%	165
2019 Q4	$277K	Hold	21,592	–	–	0.14%	145
2019 Q3	$282K	Hold	21,592	–	–	0.15%	140
2019 Q2	$304K	Hold	21,592	–	–	0.17%	127
2019 Q1	$332K	Hold	21,592	–	–	0.19%	119
2018 Q4	$285K	Buy	+21,592	New	+$328K	0.19%	120

Other funds holding ET

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

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

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

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

TCA

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

CCM

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

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

Meridian Investment Counsel's ET Position: Q3 2020 in Review

Meridian Investment Counsel sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 21,592 shares — an estimated $154K sold.

Meridian Investment Counsel first reported a position in ET in Q4 2018 and held it in 7 quarters. The position peaked at $332K in Q1 2019. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Meridian Investment Counsel reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
Meridian Investment Counsel sold 21,592 Energy Transfer Partners shares in Q3 2020, an estimated $154K.
Meridian Investment Counsel first reported a position in Energy Transfer Partners in Q4 2018 and held it in 7 quarters.
Meridian Investment Counsel's Energy Transfer Partners position peaked at $332K in Q1 2019.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Meridian Investment Counsel's 13F filing for Q3 2020, filed 23 Oct 2020.