Point View Wealth Management’s Energy Transfer Partners ET Stock Holding History

Point View 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
2020 Q4	$122K	Sell	19,757 -368	-2%	-$2.23K	0.05%	262
2020 Q3	$109K	Buy	+20,125	New	+$128K	0.05%	248

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

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

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

TCA

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Point View Wealth Management's ET Position: Q4 2020 in Review

Point View Wealth Management reduced its Energy Transfer Partners (ET) stake by 1.8% in Q4 2020, selling an estimated $2.23K and leaving 19,757 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #262.

Point View Wealth Management first reported a position in ET in Q3 2020 and has held it in 2 quarters since. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Point View Wealth Management held 19,757 shares of Energy Transfer Partners worth $122K as of Q4 2020.
Point View Wealth Management sold 368 Energy Transfer Partners shares in Q4 2020, an estimated $2.23K.
Energy Transfer Partners made up 0.05% of Point View Wealth Management's portfolio in Q4 2020, its #262 holding.
Point View Wealth Management first reported a position in Energy Transfer Partners in Q3 2020 and has held it in 2 quarters since.
753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.