Parisi Gray Wealth Management’s Energy Transfer Partners ET Stock Holding History

Parisi Gray Wealth Management’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 Q2	–	Sell	-128	Closed	-$2K	–	221
2019 Q1	$2K	Hold	128	–	–	﹤0.01%	500
2018 Q4	$2K	Buy	+128	New	+$1.94K	﹤0.01%	532
2018 Q2	–	Sell	-3,152	Closed	-$45K	–	614
2018 Q1	$45K	Sell	3,152 -2,000	-39%	-$33.2K	0.03%	230
2017 Q4	$91K	Buy	+5,152	New	+$87.8K	0.07%	145

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

KACA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Parisi Gray Wealth Management's ET Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2019, closing a stake of 128 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in ET in Q4 2017 and held it in 4 quarters. The position peaked at $91K in Q4 2017. 725 funds tracked by Wall St. Rank hold ET as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 128 Energy Transfer Partners shares in Q2 2019, an estimated $2K.
Parisi Gray Wealth Management first reported a position in Energy Transfer Partners in Q4 2017 and held it in 4 quarters.
Parisi Gray Wealth Management's Energy Transfer Partners position peaked at $91K in Q4 2017.
725 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.