Private Harbour Investment Management & Counsel’s Energy Transfer Partners ET Stock Holding History

Private Harbour Investment Management & Counsel’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
2019 Q4	–	Sell	-11,056	Closed	-$145K	–	66
2019 Q3	$145K	Hold	11,056	–	–	0.15%	66
2019 Q2	$156K	Sell	11,056 -1,710	-13%	-$25.3K	0.16%	68
2019 Q1	$196K	Sell	12,766 -7,987	-38%	-$119K	0.2%	71
2018 Q4	$274K	Buy	+20,753	New	+$315K	0.3%	65

Other funds holding ET

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

HFA

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

TCA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Private Harbour Investment Management & Counsel's ET Position: Q4 2019 in Review

Private Harbour Investment Management & Counsel sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 11,056 shares — an estimated $145K sold.

Private Harbour Investment Management & Counsel first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $274K in Q4 2018. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

Private Harbour Investment Management & Counsel reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
Private Harbour Investment Management & Counsel sold 11,056 Energy Transfer Partners shares in Q4 2019, an estimated $145K.
Private Harbour Investment Management & Counsel first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
Private Harbour Investment Management & Counsel's Energy Transfer Partners position peaked at $274K in Q4 2018.
796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q4 2019, filed 10 Feb 2020.