Mid Atlantic Financial Management’s Energy Transfer Partners ET Stock Holding History

Mid Atlantic Financial Management’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 Q3	$303K	Sell	31,602 -46,035	-59%	-$442K	0.02%	661
2021 Q2	$825K	Buy	77,637 +41,814	+117%	+$401K	0.06%	309
2021 Q1	$275K	Buy	35,823 +817	+2%	+$5.97K	0.02%	661
2020 Q4	$216K	Sell	35,006 -6,602	-16%	-$39.9K	0.02%	695
2020 Q3	$233K	Sell	41,608 -4,145	-9%	-$26.3K	0.02%	619
2020 Q2	$326K	Buy	45,753 +5,880	+15%	+$43.6K	0.03%	458
2020 Q1	$183K	Buy	39,873 +2,119	+6%	+$22.6K	0.02%	574
2019 Q4	$484K	Buy	37,754 +8,179	+28%	+$101K	0.05%	398
2019 Q3	$387K	Sell	29,575 -6,826	-19%	-$95.2K	0.04%	425
2019 Q2	$513K	Buy	36,401 +9,937	+38%	+$147K	0.05%	358
2019 Q1	$407K	Sell	26,464 -2,544	-9%	-$37.8K	0.04%	414
2018 Q4	$383K	Buy	+29,008	New	+$441K	0.05%	408

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

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

KACA

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

CCM

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

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

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

Mid Atlantic Financial Management's ET Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Energy Transfer Partners (ET) stake by 59% in Q3 2021, selling an estimated $442K and leaving 31,602 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #661.

Mid Atlantic Financial Management first reported a position in ET in Q4 2018 and has held it in 12 quarters since. The position peaked at $825K in Q2 2021. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Mid Atlantic Financial Management held 31,602 shares of Energy Transfer Partners worth $303K as of Q3 2021.
Mid Atlantic Financial Management sold 46,035 Energy Transfer Partners shares in Q3 2021, an estimated $442K.
Energy Transfer Partners made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #661 holding.
Mid Atlantic Financial Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Energy Transfer Partners position peaked at $825K in Q2 2021.
767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.