Plancorp LLC’s Energy Transfer Partners ET Stock Holding History

Plancorp LLC’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	-116,332	Closed	-$1.49M	–	172
2019 Q4	$1.49M	Hold	116,332	–	–	0.46%	45
2019 Q3	$1.52M	Hold	116,332	–	–	0.58%	36
2019 Q2	$1.64M	Hold	116,332	–	–	0.65%	32
2019 Q1	$1.79M	Hold	116,332	–	–	0.68%	33
2018 Q4	$1.54M	Buy	116,332 +39,812	+52%	+$605K	0.7%	33
2018 Q3	$1.33M	Hold	76,520	–	–	0.53%	44
2018 Q2	$1.32M	Hold	76,520	–	–	0.53%	42
2018 Q1	$1.09M	Hold	76,520	–	–	0.35%	51
2017 Q4	$1.32M	Hold	76,520	–	–	0.43%	43
2017 Q3	$1.33M	Hold	76,520	–	–	0.39%	43
2017 Q2	$1.37M	Hold	76,520	–	–	0.41%	41
2017 Q1	$1.51M	Hold	76,520	–	–	0.44%	41
2016 Q4	$1.48M	Buy	+76,520	New	+$1.28M	0.42%	39
2016 Q3	–	Sell	-76,520	Closed	-$1.1M	–	69
2016 Q2	$1.1M	Buy	+76,520	New	+$912K	0.98%	22
2016 Q1	–	Sell	-76,520	Closed	-$1.05M	–	55
2015 Q4	$1.05M	Hold	76,520	–	–	1.26%	19
2015 Q3	$1.59M	Hold	76,520	–	–	1.44%	17
2015 Q2	$2.46M	Buy	76,520 +56,520	+283%	+$1.89M	2.28%	8
2015 Q1	$634K	Buy	+20,000	New	+$593K	0.63%	38

Other funds holding ET

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plancorp LLC's ET Position: Q1 2020 in Review

Plancorp LLC sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 116,332 shares — an estimated $1.49M sold.

Plancorp LLC first reported a position in ET in Q1 2015 and held it in 18 quarters. The position peaked at $2.46M in Q2 2015. 771 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Plancorp LLC reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Plancorp LLC sold 116,332 Energy Transfer Partners shares in Q1 2020, an estimated $1.49M.
Plancorp LLC first reported a position in Energy Transfer Partners in Q1 2015 and held it in 18 quarters.
Plancorp LLC's Energy Transfer Partners position peaked at $2.46M in Q2 2015.
771 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Plancorp LLC's 13F filing for Q1 2020, filed 14 May 2020.