Partnervest Advisory Services’s Energy Transfer Partners ET Stock Holding History

Partnervest Advisory Services’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	$239K	Buy	44,039 +9,069	+26%	+$57.6K	0.08%	205
2020 Q2	$249K	Buy	34,970 +5,923	+20%	+$43.9K	0.09%	170
2020 Q1	$134K	Buy	29,047 +11,100	+62%	+$118K	0.06%	189
2019 Q4	$230K	Sell	17,947 -6,100	-25%	-$75.2K	0.08%	192
2019 Q3	$315K	Sell	24,047 -9,029	-27%	-$126K	0.11%	162
2019 Q2	$466K	Buy	33,076 +1,700	+5%	+$25.2K	0.18%	99
2019 Q1	$482K	Buy	31,376 +13,147	+72%	+$195K	0.2%	93
2018 Q4	$241K	Buy	+18,229	New	+$277K	0.12%	162
2014 Q3	–	Sell	-540	Closed	-$16K	–	343
2014 Q2	$16K	Hold	540	–	–	0.01%	587
2014 Q1	$13K	Sell	540 -60	-10%	-$1.3K	0.01%	595
2013 Q4	$12K	Buy	600 +400	+200%	+$7.2K	0.01%	598
2013 Q3	$3K	Hold	200	–	–	﹤0.01%	886
2013 Q2	$3K	Buy	+200	New	+$2.92K	﹤0.01%	819

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

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

TCA

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partnervest Advisory Services's ET Position: Q3 2020 in Review

Partnervest Advisory Services increased its Energy Transfer Partners (ET) stake by 26% in Q3 2020, buying an estimated $57.6K and bringing the position to 44,039 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #205.

Partnervest Advisory Services first reported a position in ET in Q2 2013 and has held it in 13 quarters since. The position peaked at $482K in Q1 2019. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Partnervest Advisory Services held 44,039 shares of Energy Transfer Partners worth $239K as of Q3 2020.
Partnervest Advisory Services bought 9,069 Energy Transfer Partners shares in Q3 2020, an estimated $57.6K.
Energy Transfer Partners made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #205 holding.
Partnervest Advisory Services first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 13 quarters since.
Partnervest Advisory Services's Energy Transfer Partners position peaked at $482K in Q1 2019.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.