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Princeton Portfolio Strategies Group’s Energy Transfer Partners ET Stock Holding History

Princeton Portfolio Strategies Group’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
-10,044
Closed -$129K – 140
2019
Q4 		$129K Sell
10,044
-157,417
-94% -$1.94M 0.03% 142
2019
Q3 		$2.19M Sell
167,461
-10,550
-6% -$147K 0.55% 50
2019
Q2 		$2.51M Sell
178,011
-31,400
-15% -$465K 0.64% 44
2019
Q1 		$3.22M Buy
209,411
+79,950
+62% +$1.19M 0.86% 39
2018
Q4 		$1.71M Sell
129,461
-1,356
-1% -$20.6K 0.53% 53
2018
Q3 		$2.28M Buy
130,817
+9,500
+8% +$169K 0.59% 51
2018
Q2 		$2.09M Buy
121,317
+2,000
+2% +$32.8K 0.61% 53
2018
Q1 		$1.7M Sell
119,317
-8,000
-6% -$133K 0.48% 63
2017
Q4 		$2.2M Sell
127,317
-7,600
-6% -$129K 0.6% 56
2017
Q3 		$2.35M Buy
+134,917
New +$2.36M 0.63% 57
2017
Q2 		– Sell
-133,117
Closed -$2.63M – 172
2017
Q1 		$2.63M Sell
133,117
-17,200
-11% -$324K 0.78% 43
2016
Q4 		$2.9M Sell
150,317
-9,283
-6% -$155K 0.91% 37
2016
Q3 		$2.68M Sell
159,600
-5,500
-3% -$92.9K 0.84% 43
2016
Q2 		$2.37M Buy
165,100
+56,500
+52% +$674K 0.77% 48
2016
Q1 		$774K Buy
108,600
+33,600
+45% +$264K 0.26% 86
2015
Q4 		$1.03M Buy
75,000
+1,100
+1% +$20.6K 0.37% 68
2015
Q3 		$1.54M Sell
73,900
-8,868
-11% -$250K 0.62% 55
2015
Q2 		$2.66M Buy
82,768
+200
+0.2% +$6.7K 0.93% 41
2015
Q1 		$2.62M Sell
82,568
-1,400
-2% -$41.5K 1.01% 38
2014
Q4 		$2.41M Buy
83,968
+3,800
+5% +$109K 0.96% 41
2014
Q3 		$2.47M Sell
80,168
-8,032
-9% -$236K 1.04% 36
2014
Q2 		$2.6M Buy
88,200
+75,400
+589% +$1.91M 1.11% 33
2014
Q1 		$299K Sell
12,800
-800
-6% -$17.3K 0.2% 95
2013
Q4 		$278K Buy
+13,600
New +$245K 0.19% 100

Other funds holding ET

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Princeton Portfolio Strategies Group's ET Position: Q1 2020 in Review

Princeton Portfolio Strategies Group sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 10,044 shares — an estimated $129K sold.

Princeton Portfolio Strategies Group first reported a position in ET in Q4 2013 and held it in 24 quarters. The position peaked at $3.22M in Q1 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

  • Princeton Portfolio Strategies Group reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 10,044 Energy Transfer Partners shares in Q1 2020, an estimated $129K.
  • Princeton Portfolio Strategies Group first reported a position in Energy Transfer Partners in Q4 2013 and held it in 24 quarters.
  • Princeton Portfolio Strategies Group's Energy Transfer Partners position peaked at $3.22M in Q1 2019.
  • 770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Princeton Portfolio Strategies Group's 13F filing for Q1 2020, filed 12 May 2020.