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Personal Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Personal Capital Advisors’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
Q1 		– Sell
-10,026
Closed -$129K – 360
2019
Q4 		$129K Buy
+10,026
New +$124K ﹤0.01% 392

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UBS Group
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TCA
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Capital Advisors's ET Position: Q1 2020 in Review

Personal Capital Advisors sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 10,026 shares — an estimated $129K sold.

Personal Capital Advisors first reported a position in ET in Q4 2019 and held it in 1 quarter. The position peaked at $129K in Q4 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

  • Personal Capital Advisors reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 10,026 Energy Transfer Partners shares in Q1 2020, an estimated $129K.
  • Personal Capital Advisors first reported a position in Energy Transfer Partners in Q4 2019 and held it in 1 quarter.
  • Personal Capital Advisors's Energy Transfer Partners position peaked at $129K in Q4 2019.
  • 770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Personal Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.