Morris Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Morris Capital Advisors’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 Q4	–	Sell	-17,664	Closed	-$169K	–	53
2021 Q3	$169K	Hold	17,664	–	–	0.13%	57
2021 Q2	$188K	Hold	17,664	–	–	0.14%	58
2021 Q1	$136K	Hold	17,664	–	–	0.11%	58
2020 Q4	$109K	Sell	17,664 -2,753	-13%	-$16.7K	0.09%	58
2020 Q3	$111K	Hold	20,417	–	–	0.1%	58
2020 Q2	$145K	Hold	20,417	–	–	0.13%	60
2020 Q1	$94K	Sell	20,417 -442	-2%	-$4.71K	0.1%	62
2019 Q4	$268K	Hold	20,859	–	–	0.22%	62
2019 Q3	$273K	Hold	20,859	–	–	0.24%	56
2019 Q2	$294K	Hold	20,859	–	–	0.25%	56
2019 Q1	$321K	Hold	20,859	–	–	0.25%	53
2018 Q4	$276K	Buy	+20,859	New	+$317K	0.24%	56

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

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

TCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

KACA

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

Morris Capital Advisors's ET Position: Q4 2021 in Review

Morris Capital Advisors sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 17,664 shares — an estimated $169K sold.

Morris Capital Advisors first reported a position in ET in Q4 2018 and held it in 12 quarters. The position peaked at $321K in Q1 2019. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

Morris Capital Advisors reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
Morris Capital Advisors sold 17,664 Energy Transfer Partners shares in Q4 2021, an estimated $169K.
Morris Capital Advisors first reported a position in Energy Transfer Partners in Q4 2018 and held it in 12 quarters.
Morris Capital Advisors's Energy Transfer Partners position peaked at $321K in Q1 2019.
809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Morris Capital Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.