MPS Loria Financial Planners’s Energy Transfer Partners ET Stock Holding History

MPS Loria Financial Planners’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	-392	Closed	-$3K	–	258
2021 Q1	$3K	Hold	392	–	–	﹤0.01%	393
2020 Q4	$2K	Hold	392	–	–	﹤0.01%	460
2020 Q3	$2K	Hold	392	–	–	﹤0.01%	295
2020 Q2	$3K	Buy	+392	New	+$2.9K	﹤0.01%	295
2017 Q3	–	Sell	-1,524	Closed	-$27K	–	160
2017 Q2	$27K	Buy	+1,524	New	+$27.1K	0.02%	205

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

MPS Loria Financial Planners's ET Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 392 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in ET in Q2 2017 and held it in 5 quarters. The position peaked at $27K in Q2 2017. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

MPS Loria Financial Planners reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 392 Energy Transfer Partners shares in Q2 2021, an estimated $3K.
MPS Loria Financial Planners first reported a position in Energy Transfer Partners in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Energy Transfer Partners position peaked at $27K in Q2 2017.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.