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Meristem Family Wealth’s Energy Transfer Partners ET Stock Holding History

Meristem Family Wealth’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
Q2 		– Sell
-19,803
Closed -$91K – 198
2020
Q1 		$91K Buy
19,803
+8,778
+80% +$93.5K 0.03% 182
2019
Q4 		$141K Buy
+11,025
New +$136K 0.03% 199

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AA
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CCM
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KACA
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Meristem Family Wealth's ET Position: Q2 2020 in Review

Meristem Family Wealth sold out of Energy Transfer Partners (ET) in Q2 2020, closing a stake of 19,803 shares — an estimated $91K sold.

Meristem Family Wealth first reported a position in ET in Q4 2019 and held it in 2 quarters. The position peaked at $141K in Q4 2019. 770 funds tracked by Wall St. Rank hold ET as of Q2 2020.

  • Meristem Family Wealth reported no remaining Energy Transfer Partners position as of Q2 2020 after selling out during the quarter.
  • Meristem Family Wealth sold 19,803 Energy Transfer Partners shares in Q2 2020, an estimated $91K.
  • Meristem Family Wealth first reported a position in Energy Transfer Partners in Q4 2019 and held it in 2 quarters.
  • Meristem Family Wealth's Energy Transfer Partners position peaked at $141K in Q4 2019.
  • 770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on Meristem Family Wealth's 13F filing for Q2 2020, filed 6 Aug 2020.