O'Brien Wealth Partners’s Energy Transfer Partners ET Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-3,218	Closed	-$56K	–	110
2018 Q3	$56K	Buy	+3,218	New	+$57.2K	0.04%	69
2018 Q2	–	Sell	-3,110	Closed	-$44K	–	129
2018 Q1	$44K	Buy	+3,110	New	+$51.7K	0.03%	65

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

KACA

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

O'Brien Wealth Partners's ET Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Energy Transfer Partners (ET) in Q4 2018, closing a stake of 3,218 shares — an estimated $56K sold.

O'Brien Wealth Partners first reported a position in ET in Q1 2018 and held it in 2 quarters. The position peaked at $56K in Q3 2018. 730 funds tracked by Wall St. Rank hold ET as of Q4 2018.

O'Brien Wealth Partners reported no remaining Energy Transfer Partners position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 3,218 Energy Transfer Partners shares in Q4 2018, an estimated $56K.
O'Brien Wealth Partners first reported a position in Energy Transfer Partners in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Energy Transfer Partners position peaked at $56K in Q3 2018.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.