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NEPWA
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
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1-Year Est. Return
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24.88%
1-Year Est. Return
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$5.22B AUM
17.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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