New England Private Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

New England Private Wealth 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
2019 Q4	–	Sell	-20,711	Closed	-$270K	–	110
2019 Q3	$270K	Buy	20,711 +20	+0.1%	+$279	0.07%	124
2019 Q2	$291K	Buy	20,691 +17	+0.1%	+$252	0.07%	119
2019 Q1	$317K	Buy	20,674 +16	+0.1%	+$238	0.08%	110
2018 Q4	$274K	Buy	20,658 +4,658	+29%	+$70.7K	0.08%	104
2018 Q3	$279K	Hold	16,000	–	–	0.07%	115
2018 Q2	$276K	Hold	16,000	–	–	0.08%	117
2018 Q1	$228K	Hold	16,000	–	–	0.06%	130
2017 Q4	$276K	Hold	16,000	–	–	0.08%	114
2017 Q3	$279K	Hold	16,000	–	–	0.08%	110
2017 Q2	$288K	Hold	16,000	–	–	0.09%	109
2017 Q1	$312K	Buy	+16,000	New	+$301K	0.1%	101
2016 Q2	–	Sell	-16,000	Closed	-$115K	–	121
2016 Q1	$115K	Hold	16,000	–	–	0.05%	116
2015 Q4	$220K	Hold	16,000	–	–	0.09%	103
2015 Q3	$332K	Buy	16,000 +8,000	+100%	+$226K	0.14%	75
2015 Q2	$256K	Hold	8,000	–	–	0.1%	85
2015 Q1	$254K	Hold	8,000	–	–	0.1%	86
2014 Q4	$234K	Hold	8,000	–	–	0.09%	89
2014 Q3	$246K	Hold	8,000	–	–	0.1%	84
2014 Q2	$236K	Buy	+8,000	New	+$202K	0.1%	91

Other funds holding ET

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

HFA

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

TCA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

New England Private Wealth Advisors's ET Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 20,711 shares — an estimated $270K sold.

New England Private Wealth Advisors first reported a position in ET in Q2 2014 and held it in 19 quarters. The position peaked at $332K in Q3 2015. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

New England Private Wealth Advisors reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 20,711 Energy Transfer Partners shares in Q4 2019, an estimated $270K.
New England Private Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2014 and held it in 19 quarters.
New England Private Wealth Advisors's Energy Transfer Partners position peaked at $332K in Q3 2015.
796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.