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

MYCIO 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
2020 Q1	–	Sell	-21,337	Closed	-$274K	–	135
2019 Q4	$274K	Sell	21,337 -10,018	-32%	-$123K	0.02%	283
2019 Q3	$410K	Buy	31,355 +158	+0.5%	+$2.2K	0.03%	198
2019 Q2	$439K	Buy	31,197 +10,361	+50%	+$153K	0.03%	184
2019 Q1	$320K	Buy	20,836 +247	+1%	+$3.67K	0.03%	210
2018 Q4	$272K	Buy	+20,589	New	+$313K	0.03%	217
2016 Q4	–	Sell	-348	Closed	-$6K	–	353
2016 Q3	$6K	Hold	348	–	–	﹤0.01%	631
2016 Q2	$5K	Hold	348	–	–	﹤0.01%	656
2016 Q1	$2K	Hold	348	–	–	﹤0.01%	702
2015 Q4	$5K	Buy	+348	New	+$6.5K	﹤0.01%	604

Other funds holding ET

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYCIO Wealth Partners's ET Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 21,337 shares — an estimated $274K sold.

MYCIO Wealth Partners first reported a position in ET in Q4 2015 and held it in 9 quarters. The position peaked at $439K in Q2 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

MYCIO Wealth Partners reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 21,337 Energy Transfer Partners shares in Q1 2020, an estimated $274K.
MYCIO Wealth Partners first reported a position in Energy Transfer Partners in Q4 2015 and held it in 9 quarters.
MYCIO Wealth Partners's Energy Transfer Partners position peaked at $439K in Q2 2019.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.