Meridian Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Meridian Wealth Partners’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	-4,000	Closed	-$31K	–	467
2021 Q1	$31K	Hold	4,000	–	–	0.01%	213
2020 Q4	$25K	Hold	4,000	–	–	0.01%	193
2020 Q3	$22K	Sell	4,000 -2,562	-39%	-$16.3K	0.01%	195
2020 Q2	$47K	Buy	+6,562	New	+$48.6K	0.03%	132
2020 Q1	–	Sell	-2,562	Closed	-$33K	–	197
2019 Q4	$33K	Buy	+2,562	New	+$31.6K	0.02%	152

Other funds holding ET

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

KACA

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

Meridian Wealth Partners's ET Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 4,000 shares — an estimated $31K sold.

Meridian Wealth Partners first reported a position in ET in Q4 2019 and held it in 5 quarters. The position peaked at $47K in Q2 2020. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

Meridian Wealth Partners reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 4,000 Energy Transfer Partners shares in Q2 2021, an estimated $31K.
Meridian Wealth Partners first reported a position in Energy Transfer Partners in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's Energy Transfer Partners position peaked at $47K in Q2 2020.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.