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Orion Portfolio Solutions’s Energy Transfer Partners ET Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-665
Closed -$5K – 910
2020
Q2 		$5K Sell
665
-41
-6% -$304 ﹤0.01% 1458
2020
Q1 		$3K Sell
706
-390
-36% -$4.16K ﹤0.01% 1445
2019
Q4 		$14K Buy
+1,096
New +$13.5K ﹤0.01% 879

Other funds holding ET

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's ET Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 665 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in ET in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 729 funds tracked by Wall St. Rank hold ET as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 665 Energy Transfer Partners shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in Energy Transfer Partners in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Energy Transfer Partners position peaked at $14K in Q4 2019.
  • 729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.