Peak Asset Management’s Energy Transfer Partners ET Stock Holding History

Peak Asset 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
2021 Q2	–	Sell	-85,237	Closed	-$655K	–	144
2021 Q1	$655K	Sell	85,237 -3,462	-4%	-$25.3K	0.16%	86
2020 Q4	$548K	Buy	88,699 +6,297	+8%	+$38.1K	0.14%	87
2020 Q3	$447K	Buy	82,402 +13,184	+19%	+$83.7K	0.13%	84
2020 Q2	$493K	Buy	69,218 +18,982	+38%	+$141K	0.16%	77
2020 Q1	$231K	Buy	50,236 +26,736	+114%	+$285K	0.09%	98
2019 Q4	$302K	Buy	+23,500	New	+$290K	0.09%	94

Other funds holding ET

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

Goldman Sachs New York $1.15T AUM 47.82% 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

TCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.78B AUM 20.87% 1-Year Est. Return

KACA

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

Peak Asset Management's ET Position: Q2 2021 in Review

Peak Asset Management sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 85,237 shares — an estimated $655K sold.

Peak Asset Management first reported a position in ET in Q4 2019 and held it in 6 quarters. The position peaked at $655K in Q1 2021. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

Peak Asset Management reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
Peak Asset Management sold 85,237 Energy Transfer Partners shares in Q2 2021, an estimated $655K.
Peak Asset Management first reported a position in Energy Transfer Partners in Q4 2019 and held it in 6 quarters.
Peak Asset Management's Energy Transfer Partners position peaked at $655K in Q1 2021.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on Peak Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.